As a Financial Paraplanner and CFP® professional at Preservation Financial, I am committed to helping clients navigate their financial lives with clarity and confidence. After graduating from the University of North Texas, I began my career in financial services in 2020 with Charles Schwab and later worked at J.P. Morgan. The experience I gained at those organizations enabled me to develop a strong foundation in financial planning and investment strategies. I later earned a Master’s in Personal Financial Planning from Texas Tech University.
At Preservation Financial, we believe financial planning is about more than just numbers, it is about building relationships and serving clients well. Our advisory team works to develop thoughtful, personalized strategies, ensuring that each client’s financial plan aligns with their goals, values, and comfort with risk.
My wife, Molly, and I are blessed to have two sons. We enjoy spending time with family, playing sports, and staying active in our church. My faith and family are central to my life and continue to shape my commitment to serving others, both personally and professionally.