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ABOUT THE BUSINESS
Howdy,
I help families and individuals gain clarity and peace with their finances through holistic, fiduciary financial planning. My mission as your personal CFO is to help you discern through financial decisions and steward your resources prudently so you can live out your unique calling.
You can find my wife and I chasing after our two little boys at home, a nearby park, or at our local parish at St. Vincent de Paul in Cedar Park, TX.
Areas of focus (select all that apply or add your own)
Fee-Only Advice (Hourly, Annual, or Asset Management)
Retirement
Equity Compensation
Business Planning
Faith-Based Investing aligned with USCCB Guidelines
Real Estate Decisions
Life Transitions
Young Families
Tax Planning
Se Habla Español
DEVOTIONAL
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