Specialties
About Me
I am a financial advisor at Opes One in Addison, TX.
We are agents for Guardian Life Insurance and Park Avenue Securities. I am a retired educator of 28 years. Most of my career was in Frisco ISD where I taught Economics, coached basketball, and worked in Administration for eight years. I use my background in education to make complex financial concepts easy to understand for my clients. I am a proud father of two adult children, Garrett and Grace. I am also a widower. My beautiful wife Jennifer passed away in 2017. I love to play golf, watch college sports, snow ski, and listen to live music.
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Interests & Hobbies
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Credentials
RICP
Chartered Designations
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Disclosures
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Opes One is not an affiliate or subsidiary of PAS or Guardian. OPES ONE ADVISORS LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. AR Insurance License Number - 19614150.