I was born and raised in Fort Worth, Texas, and currently live in Roanoke, Texas, with my beautiful wife, Alyssa, and daughter Carolina.
Before joining RFG, I worked at Fidelity Investments for six years. I held many different roles there, plus I obtained my MBA and became a CERTIFIED FINANCIAL PLANNER™. Becoming a CFP® is a complex process, including over 6,000 hours of experience, educational courses, and 400 + hours of studying to pass the 6-hour comprehensive exam. To make this process even more challenging, I started studying for the exam right when our daughter was born, but I wouldn’t change a thing. I spent many late nights at the table studying while holding our daughter Carolina.
I take pride in my work and am genuinely passionate about personal finances. I love what I do daily and would enjoy sharing my story with you soon. Come on by for a visit!
Outside work, I enjoy spending time with my family, especially in the great outdoors. We committed to being more intentional about our actions, which has led us to volunteer for various opportunities at our church. Outside of that, if we aren’t out exploring, you’ll find us doing something sports related. I am either playing baseball or coaching it if we aren’t at a local DFW game.
Anywhere that has mountains! At the top of the list is Banff, Canada. We planned trips to Peru and Thailand right before Covid, but now with a little one, we will have to wait for those. I am sure there will be many more adventures in the meantime!
Having a wonderful family is a blessing. When my daughter was born, my whole perspective on life changed. I am grateful for every second I get to spend with them.
Sports made me who I am today. Growing up, I played baseball year-round. I also swam and played basketball, but baseball is where my heart was. I learned a lot of life lessons and made lifelong friends. A few years ago, I started coaching youth baseball; it has been a blast!
I always grew up with Boston Terriers, so I wanted to get some big dogs when I got out on my own. Meet Samson & Saphira. Samson is a Boxer-American bulldog mix, and Saphira is a Rottweiler-German Shepard mix.
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