I started my career as a Financial Advisor in 1999 with American Express Financial Advisors. I always joke that I probably could not have picked a worse time or a better time to become a financial advisor. 1999 was just before one of the most difficult periods in our nation's history much less the financial services industry. This was at the top of the "tech bubble" and just before Y2K and the economic hardships brought on by 9/11. Helping clients navigate this period of time was extremely challenging, but also extremely rewarding. The experience I gained during this period has carried me through the following years of my career. What was the primary lesson I learned? You must have a financial plan. And after 22 years, I am more passionate now about helping our clients plan their financial future than ever before.
On a personal note, I was born in Amarillo, Texas, but now live in McKinney, Texas. I graduated from the University of Texas at Dallas with a degree in accounting. However, my most prized accomplishment is 25 years of marriage to my amazing wife, Dawn, and our wonderful family.
As the Director of First Impressions, Dawn goes above and beyond to exceed the expectations of clients and associates. Previously, Dawn taught history for 24 years at both the middle school and high school levels. She is the secretary and honorary member of the Korean War Veterans Association Sam Johnson Chapter 270. She was also a lead fellow for the Korean War Legacy Foundation Inc., where she conducted interviews and digitally edited and archived content for the Korean War Legacy Project.
201 W. Virginia Street in McKinney was originally built in 1903 and was most recently renovated in 2015. Originally one of the most popular hotels and fine dining spots in McKinney. The picture to the left is circa 1983 and the picture on the right is present day.