A Financial Advisor with 25+ years experience who listens to his clients and who gives back to the Community. Including; President, Colleyville Chamber of Commerce Board Member American Heart Association President American Heart Association Board Member American Red Cross Member Planning and ...more

A Financial Advisor with 25+ years experience who listens to his clients and who gives back to the Community. Including; President, Colleyville Chamber of Commerce Board Member American Heart Association President American Heart Association Board Member American Red Cross Member Planning and Zoning Commission Chair, Ronald MacDonald House Planned Giving Committee Chair, American Red Cross Gift Planning Committee President/Chairman FPA-DFW Member Cable TV Board Dad of the Year-YMCA Certificate of Merit for Saving a Man's Life-President Reagan Specialties: Helping Corporate and Individual clients reduce their taxes and protect their assets. Design, implement and monitor Sleep At Night investment portfolios. Golden Handcuffs for Key Associate Retention and Retirement Funding.less