Let me start with a question I often ask new clients:
When was the last time your tax pro came to you with an idea to save you money?
If the answer is never, that’s where I come in.

I specialize in bridging the gap between traditional financial planning and proactive tax strategy. My focus is helping successful professionals reduce their lifetime tax burden and keep more of what they’ve built. While comprehensive planning and asset management remain core services, forward-looking tax strategy is where I bring the most value.

Most accountants do an excellent job reporting last year’s numbers. But very few are positioned to dig into the tax code during the year to uncover savings opportunities before the year ends. That’s where my team and I come in. We proactively implement strategies designed to reduce what you owe and avoid leaving unnecessary “tips” to the IRS.

To support this work, I’ve built a trusted team of top tax attorneys, proactive CPAs, and specialty advisors who help implement advanced tax strategies typically used by ultra-wealthy families and large corporations. The goal is simple: real financial planning that pays for itself.

I also help clients evaluate digital assets—especially Bitcoin—as part of a long-term financial plan. With a Certificate in Blockchain and Digital Assets® from the DACFP, I guide clients through the noise and misinformation, helping them integrate digital assets into their portfolios with clarity and intention.

Before entering finance, I served as a Texas state trooper. In 2005, after adopting our first daughter, I made a career change that allowed me to be more present with my family and build a practice rooted in strategy, service, and long-term relationships.

I’ve served on the Sour Lake City Council, co-lead the Texas Tech Alumni Association in Southeast Texas, and am a member of First Baptist Church in Beaumont. I’m also the founder of Gulf Coast Social Security Strategies and was honored as one of Southeast Texas’s 40 Under 40.

Most of all, I’m a husband to Ashleigh and a father to our two daughters, Gift and Ivy. They’re my greatest motivation—and a daily reminder of why thoughtful planning matters.