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Stack of Books


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I have a passion and talent for translating concepts of personal finance and investing into everyday common English that even my children understand. I have been fortunate to live out that passion since 2008, but now I’m able to combine it with a deep, personal relationship and a concierge level of service. By limiting the number of clients I serve, I can deliver world-class financial advice and still have time remaining to spend with my wife, three children, mother, and four pets. I hold both the CFP® and AIF® designations along with a bachelor’s degree in journalism.


My wife, Laura, and I have been happily married since 2005.  We have homeschooled all three of our children since 2011 and are both quite passionate about homeschooling and the family's role in education.  Laura proudly taught math and science to homeschool students, and we both sit on the advisory board for the Family Educators Alliance of South Texas (FEAST).  We recently just founded a nonprofit organization to provide educational and recreational opportunities to homeschoolers in our hometown of New Braunfels.  When we are not busy with our children’s education, we enjoy camping, drive-in movies, Landa Park, Schlitterbahn, and coaching volleyball.

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