I began my financial services career in 1988 after a friend complimented my communication skills and thought I could find great satisfaction in helping others with their wealth management needs. Early statistics (in the 1980s) showed that too many people in this world were retiring at, or near, the poverty level and that many were financially forced to work after retirement just to make ends meet. This inspired me to try and make a difference in the financial lives of those around me.
Prior to Stifel, I worked for Merrill Lynch, where I focused on in-depth financial consulting and portfolio management. I managed my clients' assets on a discretionary basis using a customized investment approach, which incorporated individual stocks and bonds, model portfolios, and third-party investment strategies.
I have been married to my beautiful and loving wife, Connie, for more than 30 years. We have been blessed with three adult children and five amazing grandchildren. We found our home in the country alongside our cows, horses, antelope, peacocks, dogs, cats, and a plethora of wild game. We farm, ranch, and board horses, too! We are faithful believers in our God, and we try to share and spread His good news in all we do.
I began my investment industry career in 2014 with Merrill Lynch and joined Stifel in 2020. I work directly with Donny Vogler and focus on providing guidance to individuals, their families, and their businesses by developing strategies and building investment plans that suit their short- and long-term financial goals.
I reside in Abilene with my wife, Beth, and our three children. As a family, we are active in our community, volunteering at local charity events, and participating within our church family. I also serve on the White River Youth Camp Board.
I joined Stifel in 2020 and previously worked for Merrill Lynch Wealth Management for nine years. I work directly with clients by addressing a wide range of administrative requests and offering knowledgeable account-related support on their behalf.