For more than 20 years, I have had the privilege of helping high net-worth individuals and families make informed financial decisions and pursue the goals that matter most to them. I believe that successful financial planning is about understanding what is most important to each client and creating a strategy that supports their vision for the future.
Building lasting relationships is one of the most rewarding parts of my career. I take pride in getting to know my clients personally, earning their trust, and serving as a resource through life’s opportunities, transitions, and milestones. My goal is to provide thoughtful guidance and personalized solutions that help families feel confident and secure about their financial future.
Family is the center of my life and everything that I do. I am happily married and the proud father of three wonderful children, Aubrey, Cole, and Drew. Being a husband and father has given me a deep appreciation for the importance of planning ahead, protecting what matters most, and creating opportunities for future generations. Those values guide both my personal life and the way I serve my clients. I have a Bachelor of Science degree in Personal Financial Planning from Texas Tech University and I am a CFP®.
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Promus Asset Management, LLC is a registered investment advisor. Investment Advisory Services are offered through Promus Asset Management, LLC, which is independently owned and operated, and separate from Promus Advisors, LLC. Promus Asset Management, LLC will never be paid on products, commissions or referrals.
Pershing Advisor Solutions is a registered broker-dealer, and is not affiliated with any Promus entity nor with any advisor whose name appears on this website. Pershing Advisor Solutions neither endorses nor recommends any particular advisor or investment strategy suggested by either Promus Advisors, LLC or Promus Asset Management, LLC. Pershing Advisor Solutions has agreements with Promus Asset Management, LLC under which Pershing Advisor Solutions provides custodial services related to your account. Pershing Advisor Solutions does not review the Promus Advisors website, and makes no representation regarding the content of the website. The information contained in the Promus Advisors website should not be considered a recommendation by Pershing Advisor Solutions or a solicitation of any offer to purchase or sell securities.
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