• Cash Flow Management
• Quarterly Estimated Taxes
• Data Collection & Connections
• Trading
• Tax-Loss Harvesting
• Roth Conversions

I graduated from Texas Christian University with a Bachelor degree in Business Administration, where I majored in Finance.  As a member of Phi Delta Theta, I’m involved in many community activities.  I began my career working in the customer service industry developing skills for the wealth management industry.  In my 10 years working for Charles Schwab, I built many client relationships with Registered Investment Advisors.  I gained industry experience in client relationship management, portfolio management, and investment platforms.

I live in Kansas City with my beautiful wife, Jenny, and our two amazing children.  In my free time, I enjoy spending time at the lake house, fishing and skiing.  I love to travel and be a part of a variety of Kansas City events as well as church activities.  One of my biggest passions is to root for my alma mater, TCU, along with rooting for the Dallas Cowboys.

• Portfolio Technical Specialist, Buttonwood Financial Group, LLC: 2015 – present
• Client Service Specialist, Schwab Performance Technologies: 2005 – 2015

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