I was the first in my family to earn a college degree. A guidance counselor at the University of Georgia pointed me toward accounting, and I quickly discovered it was exactly where I belonged. That direction led to a BBA from Georgia, an MBA from the University of Texas at Arlington, and ultimately a CPA/PFS designation—the lens through which I’ve approached every financial question since.
For twenty-six years, my career centered on healthcare, including two decades as CEO of a large and complex organization. When that chapter closed in 1996, the early vision for Preservation Financial began to take shape. I believed the skills I had developed over the years could be put to work helping individuals navigate their personal financial lives with clarity and confidence.
Nearly three decades later, our team at Preservation Financial continues to apply the right expertise quietly and effectively for the benefit of our clients. We understand that no one arrives at their current situation in a straight line. Knowing how someone got here is what makes it possible to help them move forward from here.
My wife, Therese, and I have been married nearly fifty years and have built our life in Keller, Texas. Our daughter has given us two grandsons who bring us tremendous joy. Outside of work, I am a certified Level II Shotgun Instructor in the sport of Sporting Clays—a discipline that rewards patience and precision in equal measure. Those same skills have supported Christ’s Haven for Children, a local nonprofit, in establishing and sustaining its annual Sporting Clays fundraising event.