Every client has a unique story – and not only is it a personal joy for me to discover that story, but understanding who you are, where you've been and the kind of life you are wanting to build is the foundation of my approach to developing comprehensive financial strategies for you. You and your goals are at the center of my approach, and your money is simply a tool meant to serve your ambitions. Tools we will utilize include investment management, income strategies, insurance solutions, inheritance and estate strategies and tax-smart strategies – all customized with a thoughtful, deliberate and clear plan for your unique situation.Our office is located in the Badger Ranch neighborhood in Woodway, and each time you call or visit, we hope you sense our genuine neighborly care for you and your family. We love our clients – and we've been blessed to grow through referrals to build an office culture of good people who make coming to work every day a joy.We would love to hear from you at any time, but often clients reach-out to us in periods of transition – birth or death of a loved one, job change, divorce, a relocation, retirement or sale of a business to name a few.My branch office administrator, Debbie Bennett, is an extension of the service experience that we provide to our clients. My team extends far beyond myself and Debbie – In our home office, our senior leaders, strategists, the Investment Policy Committee and product review teams are all dedicated to developing the research, advice and guidance we rely on.Outside of my career, my passion centers around my family. My wife, Jilinda, and I have two children in the Midway schools – Lydia and John David. We like to spend our evenings at practices for various sports, going for neighborhood walks with our dog or meeting up with friends and family. I have loved the Waco community since my family moved here in 1991, and we now enjoy raising our children among a large extended family here.