Tell me about an example of how you helped someone find purpose in their wealth.
When working with any client, I recognize that priorities, family dynamics and even the identity of the long-term wealth stewards will change over time. All of these variables are top of mind as I prioritize how to most effectively meet my clients’ trust above all else. By integrating myself into the fabric of these families, I am able to connect with them on a personal and meaningful level. These trusting relationships are the foundation, and most fulfilling part, of my work. It is a significant responsibility, and professional honor, to be invited by my clients to shape decisions that will affect my their lives and those of future generations.
Tell me about the types of clients you work with.
My focus is on the families of self-made business owners and senior business executives. I particularly enjoy working on the “squishy stuff,” such as familial and philosophical complexities, that cannot be solved through portfolio analytics/allocation advice. These families count on my unvarnished advice to help them make the best financial decisions and to create a reasonable and completely customized plan. My goal is to help them feel as good as possible about what they have, as we work to navigate all of their options.
What passions do you pursue outside of work?
Outside of the office, I am the proud father of two grown daughters.
My wife, Tanya, and I are both deeply committed to bettering our community through focused philanthropic work, primarily in the educational and literacy space. Beyond financial contributions, we are near-daily involved as mentors to young people as well as the executive teams of several key nonprofits.
I also serve as a Zone Captain for the Community Emergency Response Team of Dallas.
On weekends, we can be found walking our two Labrador retrievers on the streets of Preston Hollow or hiking, camping and fly fishing in the mountains of Santa Fe, New Mexico.