For many years in my tax practice, I noticed that investments were often a central part of the conversation. My tax knowledge proved invaluable, yet I observed that many advisors lacked this expertise. This realization led me to believe that I could offer significant value by combining my tax insights with financial advising. I've seen clients, and potential clients, manage their own finances and make costly mistakes. Many need assistance not just with investing but also with the proper administration of their funds. As a financial advisor, I go beyond traditional advising by helping clients tactically plan for significant life events.
Growing up as an "Air Force Brat," I experienced a diverse upbringing, attending elementary school in Los Angeles, junior high in Rapid City, SD, and high school in Abilene, TX. My journey has taken me to places like Idaho, England, New Mexico, and Japan, as well as numerous states across the U.S. I've traveled extensively, gaining a deep appreciation for America and a love for the places I've called home.
My wife, Phoebe, originally from China, has been my anchor, always encouraging me to enhance my business. Our son, Zach, is pursuing a degree in Software Engineering at the University of Texas, Dallas. Beyond my professional life, I find joy in volunteer work, golf, and cooking—particularly honing my skills in French cuisine. As a Freemason and a Lt. Col with the Civil Air Patrol, I dedicate time to youth programs and enjoy flying with the Patrol whenever possible. These experiences enrich my life and influence the thoughtful approach I bring to my clients.