A Texas native through and through, I earned my Master’s in Personal Financial Planning from Texas Tech before qualifying as a CFP® professional and an Enrolled Agent. I joined Preservation Financial in 2019, where I now serve as a Partner.
One of the reasons I desired to be a part of Preservation Financial was its approach to serving its clients. Our team at Preservation Financial applies 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.
Our clients would call me honest, trustworthy, and genuinely invested in where they end up. We’re not here for a transaction. We’re here for the relationship, and for what is possible when someone stops being afraid of their financial picture and starts working with it.
Mackenzie, my wife, is a Registered Nurse in neonatal intensive care. We have three daughters and they are the best part of every day. Our family are active servers at our church and additionally, I serve our community at large by supporting the non-profit organization – Christ’s Haven for Children. Our firm was instrumental in establishing & continuing its annual Sporting Clays event for which I serve as co-chair of the event.