Why Use This Tool?

My core values include a strong sense of giving back to the community.  I serve actively in my church and community in several capacities.

The firm maintains two offices.  The main office is in Denton and a satellite office is located in Southlake.  This gives two locations to facilitate convenient meetings for clients.

As a CPA and CFP®, I also have significant experience in tax planning, estate planning, and entrepreneurial ventures.  I also serve several non-profit organizations as the investment consultant for their endowments.

I graduated from the University of North Texas in 1993 with my Masters degree in Accounting with an emphasis in taxation.  Upon graduation, I worked for one of the international accounting firms and then later worked in a local accounting firm as tax manager.  For the past 14 years, I have been an owner of an independent investment management firm, where I have helped many prepare and plan for their financial futures.

With almost 20 years in the financial services industry, I have a significant base of knowledge and experience from which to advise clients, including individuals, businesses and non-profit institutions.