Personal
I live in Bedford, TX with my wife Kay Lynn for the past 34 years. I enjoy travel, trout fishing and golf. I have a daughter, Kelly who lives in Dallas, TX, and my daughter Jennifer who lives in Bedford. My most pleasurable time is spent with my 13 year old granddaughter Molly.
Professional
Roadmap for Life
Any road will take you to your destination, but a planned route will make the trip a lifetime of success.
Through my "Roadmap For Life" process, I identify four parts to define your vision of a secure financial future.
1. The Destination Planner - Through the use of a financial roadmap, we can identify your values, goals, objectives, assets and liabilities. The route analysis compares your plans and where you are now.
2. The Financial Passport to Success - This step looks in detail at your vision and fine tunes it with a Personal Planning Analysis of your current status.
3. Hitting The Highway - This step gives you world class solutions to make sure you are following the right route to meet your objectives. These solutions are set up for you to stay on your lifetime roadmap.
4.Road Checks - The objectives here are to review any detours that have occurred during the previous year. It is important that on a yearly basis we make sure you are on your life's destination plan. We also discuss the life adventures that will be important to you in the coming 12 months. Your investment assets are also reallocated to meet your risk tolerance.
Associations and Memberships
- Million Dollar Round Table
- National Association of Insurance and Financial Advisors
Years of Experience
Representing Northwestern Mutual since 1973.
Education
Oklahoma City University - Marketing (Bachelor of Science)
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
