My team and I coordinate the financial matters for a select group of families, retirees, foundations, trusts and business owners in the Wichita Falls area and across the country. We also focus on equity research and portfolio design. I have successfully completed the Portfolio Management Program thus earning the title as Senior Portfolio Manager. We help our clients simplify their lives and make smart financial decisions by employing a total team approach to their needs. Techniques we use are: Goals-based planning Portfolio risk management Tax-mitigation strategies Disciplined portfolio asset allocation and rebalancing Our client service model emphasizes communication, goal tracking, ongoing portfolio management and advice. We are committed to delivering a personalized and professional experience, where clients find us attentive, reliable and adding measurable value to their financial situations at a reasonable cost. You should meet with me if: 1) Currently retired or are near retirement and seek a retirement income plan 2) Dissatisfied with your current advisor 3) A business owner or executive looking for professional financial advice and guidance 4) New to the area and looking for a local advisor 5) Prefer us to assist you with day to day portfolio management decisions instead of third party platforms Other interests: Coaching Youth Athletics, Golf, Skiing