As a Financial Paraplanner 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 a career in financial services in 2020 with Charles Schwab, and later at J.P. Morgan. Experiences gained in those organizations enabled me to develop a strong foundation in financial planning and investment strategies.
At Preservation Financial we believe that 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 client strategies, ensuring that each client’s plan aligns with their goals, values, and comfort with risk.
My wife, Molly, and I are blessed to have our 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.