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Tariffs Add Another Challenge for Investors to Consider
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Commitment - Integrity - Generational Impact
Reaching Your Goals While Protecting Everything You’ve Worked Hard For
My passion and purpose is to serve my community as a premier financial advisor. My team and I believe that the American dream is for everyone. That we all deserve to achieve our dreams and secure our future. When you work with us, you are capitalizing on preeminent wealth strategies and top rated products and services. We want to impact generations and in turn allow ourselves to give generously.
My football coaches at the United States Air Force Academy guided my steps and I’m now in a position to be a dedicated financial coach for my clients. We work diligently for our clients and pride ourselves on being transparent, trustworthy and highly skilled. The values that I hold close are ambition, humility, confidence and integrity. These values steer my business and greatly impact the relationships I have with all my clients. I want to grow with the individuals, families and business owners that I work with. We are committed to constructing a financial plan that will help achieve the goals you have for yourself and your family. So the question is if not now, when? Some things are too important to wait for. Let’s Make Someday Today.
The Northwestern Mutual difference
No. 1
Best life insurance company for consumer experience, 2023. (NerdWallet)1
Top 5
We're one of the Top U.S. Independent Investment Broker-Dealers.2
$8.2B
In dividends expected to be paid in 2025.3
A++
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4
Boost your financial knowledge.
A Steadfast Commitment To Our Clients
My vision for our practice is to directly impact as many lives as we can. We work hard and will spend as much time as it takes to give you confidence about your future and your families future. Whether it’s cash flow management, risk management, investment strategies, tax-efficient retirement strategies, estate planning or more, we will listen to what is important in your life with no judgement or pressure. We provide solutions to help meet our clients’ goals, and help with any stumbling blocks getting in the way of those dreams. We will keep your big picture in focus with a personalized plan that also allows you to spend your life living now.
Devoted To Helping Others
I grew up attending Lake Pointe Church in Rockwall. I now have the honor of leading the very Bible study I was so involved in as a youth. Along with my long time mentor Bill Carpenter, I help lead a group of high school athletes within our community. I am also a supporter of the TeamConnor Childhood Cancer Foundation. TeamConnor is dedicated to ending childhood cancer and has awarded over $5 million in funding for research projects, patient programs and financial support.