As a field leader for Waddell & Reed, I believe success should be measured not just by a client’s financial well-being, but also by how prepared they feel about their future. My mission is to deliver financial solutions tailored to clients’ and advisors’ needs. These solutions are built on long-term relationships that consist of personal knowledge and understanding of the individuals behind the numbers. I believe this focus will help you plan for and pursue your goals and feel more confident about decisions regarding your future.
This core belief has guided my advisory and management career since I was licensed as an advisor over 23 years ago. Soon after graduating with a finance degree from The University of Texas, I started building my business and financial services career in the Houston, Texas area. I have remained in the Houston area during my entire career, and have continued to help create plans clients' wealth and advisors’ businesses. I believe the people with whom you work can make a big difference in your life and career. In my free time, I enjoy traveling and spending time with my family: my wife of twenty years and our two children.
Waddell & Reed is not affiliated with any other entities referenced herein.