My Qualifications

I have been an investment adviser for over 29 years and 19 of those years with  Momentum Independent Network Inc. (MIN), after having previously worked with two other firms.

From October 1992 - July 2001 at First Union Securities, Dallas, TX (now known as Wells Fargo Advisors). Financial Advisor.
I was awarded the Chairman's Circle of Excellence for outstanding production on multiple occasions while at First Union Securities.

From July 2001 - January 2003 at Smith Barney, Plano, TX.
Financial Advisor.

In January 2003 I went independent by affiliating with Momentum Independent Network Inc. (MIN)
 and now work for my clients directly. I am a top producer and member of the President's Council among the independent advisers with Momentum Independent Network Inc., and have thoroughly enjoyed the people and practices of MIN.


I currently maintain both securities and insurance licenses which allows me to offer a comprehensive array of investment vehicles. I have the Series 7, 24, 63, & 65 licenses as well as the Texas General Lines Agent for life, health, and variable contracts. 

I am a 1988 graduate of Austin College in Sherman, TX.  Go Roos!

On a personal note, I live in Frisco, TX with my wife Emily. We have two adult kids, Paige & Ethan. We are members of Wilshire Baptist Church in Dallas and I am an avid Bible student and tennis player. I have previously served as a youth soccer coach and youth Bible study leader.