I have the wonderful opportunity to live in Cedar Park, Texas with my beautiful wife Darla. Together we have 5 children and enjoy all that Austin has to offer. While I am the one in front of prospects and clients, it takes a true team effort for our success. Together we face many of the same challenges as the clients I work with so I am able to provide real world feedback to some of the financial situations you may be working through.
When not working I enjoy jogging, grilling for the family and taking in the sites and sounds of Austin. You might find us strolling the parks around lake Travis, at a soccer game or spending time with friends and neighbors.
- FINRA Series 7, 24, 55, 63, 65 securities licenses
- Life, accident and health insurance licenses
- Certified Financial Planner™ professional
- Bachelor’s degree accounting S.U.N.Y. Brockport
- 1,000+ clients
- $120,000,000+ assets under management
- Live and work primarily in Cedar Park, Texas with satellite offices in upstate New York
- Fee or commission accounts
- No cost or obligation first meeting
- Affiliated with Securities America, Inc.
Our First Meeting
We don’t require that you sign anything at that time since it’s simply an opportunity for us to get acquainted. We evaluate your comfort level and see what we can bring to the table to add value.
I would love the opportunity to further engage. Please call my direct cell phone, email or complete the contact us form and I will be in touch within 24 business hours to discuss your request.
The Paladin Registry awards its Five Star quality rating to professionals who meet its high minimum standards of credentials, ethics, and business practices. Advisors must achieve a five star quality rating to be profiled in Paladin’s Registry and less than 10% of practicing planners and advisors meet the Registry’s minimum standards. Data is gathered from a comprehensive, online questionnaire that gathers key facts from financial advisors and firms regarding: (1) credentials: degrees, experience, certifications; (2) ethics: licensing, registrations, compliance record, and fiduciary status; (3) business practices: compensation, reporting, and custodians; and (4) services: planning, investment, insurance, tax, and legal; as well as reviewing public data at FINRA.org, SEC.gov, state securities commissioners, advisor websites, and Google. Paladin’s proprietary algorithm produces quality ratings for advisors and firms. Advisors with more experience score higher than advisors with less experience; advisors with top quality certifications such as CFA, CIMA, CFP and CPA, score the highest; advisors must be financial fiduciaries who work for fees; and advisors are required to have clean compliance records for five years or more. Five stars indicate a financial advisor scored in the 90th percentile or higher when Paladin evaluated the professional’s credentials, ethics, and business practices. Investment advisors pay a fee to be included in the Paladin Registry. A Five Star, Honor Roll, quality rating and inclusion in the Registry is not indicative of future financial results, nor does it constitute an endorsement, recommendation, testimonial or favoring by Paladin. Investors are also advised to check the advisor’s compliance record at FINRA’s BrokerCheck before making advisor selection decisions.