I am dedicated to serving retirement plan clients with due diligence, advice, and guidance on plan design, investments, services, fees, employee education, and fiduciary compliance. My goal is to ensure clients have access to quality retirement plans at a reasonable cost, helping employees retire on their terms.

Education and Experience
I earned a Bachelor’s degree in Accounting from Texas A&M University and began my financial services career at A.G. Edwards & Sons in 1993.

In 1994, I joined GuideStone Financial Resources, where I gained valuable experience in Compliance and Relationship Management, specializing in church plans.

After more than 20 years with GuideStone, I was recruited by MassMutual as a Relationship Manager for large corporate clients. It was there that I truly understood the vital role a skilled Plan Advisor/Consultant plays in strengthening client relationships.

Personal
I’m a proud native Texan and have lived all across this great state. My wife, Cindy, and I recently made the move to Athens, Texas. We are blessed with three adult children—Brenna, Carson (and his wife, Cami), and Manning.

In my free time, I enjoy spending time with family, singing in the church choir, traveling, shooting, and telling dad jokes. I’m also a passionate fan of Texas A&M sports, as well as both the Houston Astros and Houston Texans. On occasion, you might find me on the golf course, contributing golf balls to ponds along the way.