I am dedicated to serving retirement plan clients with due diligence, advice, and guidance on plan design, investments, services, fees, employee education, and fiduciary compliance. My goal is to ensure clients have access to quality retirement plans at a reasonable cost, helping employees retire on their terms.
I earned a Bachelor’s degree in Accounting from Texas A&M University and began my financial services career at A.G. Edwards & Sons in 1993.
In 1994, I joined GuideStone Financial Resources, where I gained valuable experience in Compliance and Relationship Management, specializing in church plans.
After more than 20 years with GuideStone, I was recruited by MassMutual as a Relationship Manager for large corporate clients. It was there that I truly understood the vital role a skilled Plan Advisor/Consultant plays in strengthening client relationships.
I’m a proud native Texan and have lived all across this great state. My wife, Cindy, and I recently made the move to Athens, Texas. We are blessed with three adult children—Brenna, Carson (and his wife, Cami), and Manning.
In my free time, I enjoy spending time with family, singing in the church choir, traveling, shooting, and telling dad jokes. I’m also a passionate fan of Texas A&M sports, as well as both the Houston Astros and Houston Texans. On occasion, you might find me on the golf course, contributing golf balls to ponds along the way.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through BiggFinancial LLC, a DBA of Advisor Resource Council, a registered investment advisor. BiggFinancial LLC and Advisor Resource Council are separate entities from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
The LPL registered representatives of BiggFinancial LLC may only discuss securities or transact business with persons who are residents of TX.
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