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Specialties
I believe that strategy—not products—is the foundation of any successful financial plan.
In my view, as you approach retirement there’s more opportunity in avoiding losses than there is in picking winners. It’s not about hitting home-runs but minimizing strikeouts. I began my financial services career in 2009 after owning and operating a successful photography studio for more than 20 years. Since then, I have shared financial insights with over 9,000 families through educational workshops on the topics of college planning and retirement planning. I have personally guided hundreds of families in planning for both college and retirement. I help families navigate the process with clarity while avoiding common pitfalls, helping to minimize taxes, and adapting plans as life and circumstances evolve. Since first becoming a business owner in my hometown in 1989, I have been deeply involved in the community, serving as a member of the Grand Prairie Metro Rotary Club since 1991, including two terms as club president. I also serve on the board of Children First Counseling Center and am a member and past director of the Grand Prairie Chamber of Commerce. I was a lifelong member and elder at First Presbyterian Church in Grand Prairie until its closing in 2025 and now attend Westminster Presbyterian Church in Arlington with my wife, Sue. Outside of work, Sue and I enjoy life as empty nesters, with our two daughters living in Florida and New York. I stay active with regular workouts, and together we enjoy weekends spent playing cards with friends. When time allows, our favorite guilty pleasure is binge-watching action dramas.
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Always free for clients.
RICP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Investing involves the risk of loss. Insurance, Consulting and Education services are offered through Insight College and Financial Solutions. Insight College and Financial Solutions is a separate and unaffiliated entity from Simplicity Wealth.