I work with the advisors to input client data into our financial planning software platform and utilize that system to help build a financial plan. I support Brian Pitaniello and Scott Maples.
I joined the United States Marines Corps right after graduating high school. Over the course of four years, I served two rounds of deployment to Iraq and one to Afghanistan. After returning home, I eventually decided to go back to school and earned my bachelor’s degree in Personal Financial Planning at Texas Tech University. I graduated in December 2016, and joined PFG Advisors in early 2017.
What do you love best about your work?
I enjoy helping our clients reach their financial goals.
What does it take to be really good at what you do?
Attention to detail, time management, and putting the client first, always.
What are you most proud of at your work with PFG?
I’m proud to have the opportunity to work with people who are experts in their field. It gives me a great sense for what’s possible when people collaborate. Being exposed to this level of experience excites me about my career path at the firm.
What are you passionate about outside of your work?
I love to spend time with my wife, Crystal and our children, Anyston and Rayeson. We enjoy going fishing and watching movies.
What is a little known fact about you?
I’m a huge Dallas Cowboys fan.
What is a little-known fact about you?
like to water ski but I cannot swim.