I graduated Cum Laude from the University of Texas at Dallas with a degree of Bachelor of Science in business administration with a major in accounting. Having been in the financial services industry for more than 30 years, I first began managing client’s portfolios in 1994, earning Dean Witter’s National Sales Director’s Award while holding registrations as a registered representative, registered investment advisor and licensed insurance agent.
Utilizing my background in these disciplines, I advise individuals, families, and businesses in a broad range of financial matters with expertise in investment portfolio management, retirement, tax, estate, and business succession planning in addition to pension plan and trust design.
Before joining Worth Asset Management in 2021, I served as Senior Vice President for Bank of New York subsidiaries Pershing LLC until founding my own registered investment advisory firm, Harbor Wealth Management, Inc, from 2009 to 2021.
I live in Prosper with my very best friend and wife, Lisa. We have two daughters and enjoy spending time with our precious grandchildren. A Texas outdoorsman at heart, my daily hobbies include managing our fruit orchard, vegetable gardens, and beehives.