Our team shares over 50 years of combined financial services industry experience. I have obtained the Certified Investment Management Analyst certification. The CIMA certification is awarded by the Investments & Wealth Institute (The Institute) and taught in conjunction with the Wharton School of Business. I have also been granted the Certified Divorce Financial Analyst (CDFA) designation by The Institute of Divorce Financial Analysts. In my spare time I enjoy running, hiking and other outdoor activities. I live with my wife Mindy and two children, Paxton and Brayson, in Allen. 