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Location
Fort Worth, TX
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Experience
8 years
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Credentials
CERTIFIED FINANCIAL PLANNER™
- Certified Kingdom Advisor
I started my journey as a financial advisor in 2016. My passion for helping people prioritize and achieve their goals led me to this position. I thrive on distilling complex topics into real insights to help clients move forward confidently.
I hold the CERTIFIED FINANCIAL PLANNER™ and Certified Kingdom Advisor designations. This education and my incredibly high standard of good financial advice helped me earn a spot on D Magazine’s list of the “Best Financial Planners in Dallas” in 2022.
My wife Kelsey and I share a love for home renovation projects and outdoor adventures with our growing family.
If you choose to put your trust in me to help you with your financial planning, I won’t take that lightly. Please reach out today to see if we’d be a match.
Team Oak
Oak Team
Team Oak symbolizes strength, potential, and quiet confidence. With a structure built to endure and branches ready to grow, Oak brings thoughtful energy and balanced support to clients and colleagues alike.
At Root, teams are designed to deliver exceptional client care through structure, support, and collaboration. Each includes a team of Lead Advisors, Associates, and Client Service professionals—guided by a Senior Advisor to provide insight and mentorship. Clients get the benefit of a dedicated relationship, backed by a well-rounded team working together toward shared success.
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