I’m dedicated to working with people who desire change. I’m a husband, a father, and an active community leader. My wife, Stephanie, and I live in Huntsville, TX, with our 10-year-old twins, two teenagers at college, and a married daughter who lives in the Dallas area. You’ll often find me enjoying coffee with friends or swimming with the kids in my free time. I miss horse riding, but I’ve traded that in for a less bone-breaking hobby—pottery. Lately, I’ve been exploring mountain biking and hiking, which have become my newest passions. For 25 years, I’ve developed my expertise in comprehensive financial planning, investment management, and life coaching. My work as a financial planner allows me to guide people through life’s seasons, all with a strong spiritual foundation. It’s been a privilege to help and impact the lives of entrepreneurs, corporate executives, retirees, their families, churches, and individuals. With 20 years of living in recovery, I also have the honor of walking alongside others as they transform and rebuild their lives through some of the darkest areas of life.. I hold various licenses and designations in my fields, including licenses from FINRA and the SEC and AIF and CRPC designations. I’m also an Associate Certified Coach from the International Coaching Federation, an Advanced Birkman Consultant, and a Certified Consultant with the Trust Edge Leadership Institute. I am a John Maxwell Consultant and am certified in the DISC assessment. Additionally, I serve on the Board of Directors for several non-profit organizations. I earned my Bachelor of Science in Management from Johnson and Wales University and an MBA in Leadership from Concordia University. I graduated Cum Laude from Gordon Conwell Theological Seminary and have been ordained as a Presbyterian Pastor (ECO: A Covenant Order of Evangelical Presbyterians.) I would love to meet and discuss how I can help you. Have a great day!