Director of Wealth Management
We believe in having a great life from this point onward. We'll help you achieve short-term, long-term and legacy goals while making sure you're strong enough to withstand the challenges along the way.
This is a photo of me and my wife Liz taken in Heidelburg, Germany just before Christmas, 2021. Liz is an outstanding travel advisor and seeing the world is a constant theme of our life. What do you want yours to be?
There is so much financial information, education and entertainment today that it's hard to figure out what actually applies to us. That's one reason I'm keeping this web site as simple as possible. Our job is to filter out the noise and guide you to the things that will have a positive impact on your financial life.
While we're based in Austin, we've been working with clients across the country for years. We were Zooming before it was cool. (We're kidding. We don't think Zoom is cool, but it's a useful tool these days.)
Our clients are a diverse and eclectic bunch but they all have three things in common:
It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."