As a Financial Paraplanner at Preservation Financial, I am committed to helping clients navigate their financial journeys with confidence. Since beginning my career in financial services in 2020 with Charles Schwab, and later working at JP Morgan, I have developed a strong foundation in financial planning and investment strategies. What truly motivates me is the opportunity to build relationships with clients and make a real difference in their lives. Being an integral part of our clients’ financial journey and serving as a financial paraplanner is incredibly fulfilling to me.
I hold a bachelor’s degree from the University of North Texas. Joining Preservation Financial allows me to leverage my background and skills to support clients in achieving their financial dreams.
Family is everything to me. I’m blessed to be married to my wonderful wife, Molly, and together we are raising two energetic little boy's, Stephen and James, who brings joy and laughter to our lives. Watching him grow is a cherished experience.
I also have a passion for serving my community through my church, Countryside Bible Church, where I actively participate in the worship team. Music has always been a big part of my life, and I find joy in being able to serve in that way.
In my free time, I enjoy spending quality moments with my family, playing sports, particularly golf and soccer. Balancing these interests with my commitment to serving others creates a fulfilling and purpose-driven life. Being part of the Preservation Financial team is an exciting opportunity, and I look forward to making a positive impact in the lives of our clients.