I enjoy the day-to-day involvement I have with my client’s long-term goals. Demystifying the challenges of the markets so that clients are informed investors is important to me.
Born and raised in Texas, I developed a keen awareness to providing honest service and hard work. As a father, I was blessed with four children. I know the effort needed to put a commitment to my family and balance my career.
After graduating Baylor University, I began a career as a U.S. Treasury Agent when the market was filled with a turbulent and uncertain economy – but that was over 20 years ago. I understand investing through stormy economies and to persevere towards long-term goals.
My career includes over 15 years’ experience in fraud investigation. With the uncertainty of investing, I take a keen focus to ensure we are working together to understand what is being identified as a need and to work through the myriad of options to provide solutions. I take pride in having my clients tell me and the referrals they send me, they trust me.
My time is spent developing relationships both through my office and my community. To me, information should be shared with those who have a need; bringing together persons with common interests brings me joy. I love giving back on a regular basis.
My community involvement includes founding Watch D.O.G.S. (Dads of Great Students) at Round Rock Christian Academy (RRCA). I have served on the planning committee for the American Diabetes Association, the Operations Team for Central Baptist Church of Round Rock and the RRCA Booster Club Board. My time is also dedicated to helping the Fellowship of Christian Athletes of Williamson County.
God fulfilled my life by bringing my wife, Cindy, into my life who completes me.
Securities offered through Sigma Financial Corporation, a registered broker/dealer. Member FINRA & SIPC. Investment advisory services offered through Sigma Planning Corporation, a registered investment advisor. Upstream Investment Partners is independent of Sigma Financial Corporation and Sigma Planning Corporation.