About My Practice
I am the President/CEO of Cultivar Capital, Inc., a fee-only independent investment management and financial planning firm. The firm is focused on your goals and pursuing them smartly. This includes setting up a comprehensive investment program to reach the goals you desire. I speak frankly with clients about their goals and steps necessary to reach those goals.
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.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
Charles Schwab & Co. as an independent custodian of client funds.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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