16660 Dallas Parkway, Suite 2200
Dallas, TX 75248-6808
16660 Dallas Parkway, Suite 2200 Dallas, TX 75248-6808
We understand the impact that COVID-19 has had on our lives and in our economy. We all deal with some aspects of the stress related to this pandemic—from loss of income and financial worries to market ups and downs, possibly losing loved ones.
At Worth Asset Management, we are now looking deeper into how we must live our lives. This is truly a season of re-evaluation. We must consider what is most important. Now is the time to implement positive change.
Even amid financial and economic challenges, we strive to design the best financial solutions for our clients. We are determined to help you position your assets and plan for your financial future.
While we could have never predicted something such as this pandemic, we continue to seek the best ways to partner with you. As we all adjust to a new normal, Worth Asset Management promises to continue to design the best financial plans for our current and future clients. Together, we can ensure that all our clients achieve their financial planning goals.
I have been a registered investment advisor with Worth Asset Management since its founding. I have a different clientele than most financial advisors. The majority of my clients are over the age of 75 years. They require professional insight to preserve their assets and the integrity of their estate plan in the midst of receiving long-term care.
I founded The Hale Law Firm in 2006, providing estate planning, probate, trust administration, and business transaction services. Within a few years, the firm grew to become a boutique elder law firm, emphasizing long-term care financing and assisting with senior housing and care options.
I am a graduate of Texas Tech University School of Law, and I earned my Bachelor of Business Administration with a major in Finance at Baylor University. My wife, Candice, and I have three children – Samantha, Madelyn, and John Thomas.
I grew up on a farm near Lamesa, TX, and graduated from Texas Tech University. I started my lessons in finance early with 4H participation. My dad took me to the bank at nine years old to borrow money to buy show animals, then after the season and sales, back to the bank to pay off the loan. I developed a love of business and finance.
I had a very enriching corporate career working with CPA’s, Attorneys, and CIO’s both in private practice and with corporations. Because of their stories of client situations and my dad suffering significant losses from a transactional broker that fueled my passion for making a positive impact with integrity for people with their financial decisions and keeping them out of the hands of ill advice.
I have successfully managed family finances for many years and have both insurance AXA Equitable and large wirehouse background of Morgan Stanley and RBC. I am pleased to be with an Independent RIA to have the broadest of resources with no bias toward any company products for families and business owners. I value comprehensive planning and strategy to set the course for clarity and confidence for your financial future.
I owe my career in the securities industry to a mentor, the brokerage firm manager in Lubbock, Texas, where I opened my first account as a junior in high school. I developed a love of the stock market and wanted to share my stocks’ analytics with others since that time. I have been managing client’s portfolios since 1983 when I moved to the Dallas area.
From 2011 to 2020, I was the majority owner and registered principal of Worth Financial Group, a Dallas based Broker-Dealer and Registered Investment Advisor. I am a co-founder, managing member, and investment advisor with Worth Asset Management since its inception in 2013.
I live in Frisco with my beautiful wife, Julie. We have two daughters who live in Dallas, and we love spending time with them, our son-in-law, and our grandchildren. My hobbies are golf, tennis, and hunting feral hogs that are a real nuisance to area farmers and ranchers.