Proud to serve LGBTQ+ families with thoughtful, inclusive planning. I help individuals and families bring clarity, confidence and peace of mind to their financial lives. Through a personalized and thoughtful planning process, I partner with clients to create strategies that support what matters most—today and for generations to come. My role is to simplify complexity, coordinate the moving parts o
f a financial life and help ensure nothing important is overlooked. I work with many high-net-worth individuals and families who value a more coordinated, relationship-driven approach. When appropriate, I collaborate with tax professionals and estate attorneys to help ensure each piece of the financial picture works together seamlessly. I am proud to serve clients from all backgrounds, including LGBTQ+ individuals and families. I understand that estate, retirement and legacy strategies often involve unique considerations, and I am committed to creating an environment where every client feels respected, understood and supported. At the core of my practice is a simple goal: helping clients feel confident that everything important is aligned and cared for. Outside the office, my wife Emily and I enjoy life in Bedford, Texas, with our four children.
