As a Senior Partner at Professional Wealth Management Group, I specialize in small business and personal financial strategies and have over 15 years’ experience in the development and implementation of advanced investment and risk management plans. I place a particular emphasis on advanced investment design, sensitive to tax management and asset protection.
I have dedicated a large part of my practice to working with business owners, medical practitioners and highly compensated employees of closely held businesses/medical practices and I am especially sensitive to the needs and concerns of these groups. With extensive experience in structuring assets for family estates, I am also able to help my clients maximize the amount of assets passing through and minimize estate and gift taxes by utilizing various types of trusts and business entities. In addition, I can work with you to structure business and family investments to protect these assets from creditor and litigation risks. The coordinated strategies I employ involve the use of advanced academic research and institutional investment platforms to lower costs and volatility.
Licenses and Certifications
- Investment Advisor Representative of Geneos Wealth Management
- General Lines ─ Life, Accident & Health
- CERTIFIED FINANCIAL PLANNER™
- Series 6, 7, & 63 Securities Registrations
- BBA Finance, University of North Texas
- Financial Planning Association
- NAIFA – Dallas
- North Texas Estate Planning Council