A service-driven advisor, he combines holistic planning with investment solutions aiming to deliver meaningful impact for clients.
Joined Lido: 2025
Homebase: Dallas, TX
Professional Focus: Focuses on delivering financial advice grounded in integrity and a commitment to exceeding expectations. His goal is to build a reputation defined by the positive, lasting impact he has on the clients he serves.
Professional Designations: CERTIFIED FINANCIAL PLANNER™
Education: B.B.A., Financial Planning and Services, Liberty University; B.B.A., Finance, Liberty University
Previous Work Highlights: Served as an Analyst on the Client Advisory Team at Tolleson Wealth Management. Earlier in his career, he worked as an Associate Wealth Advisor at Abundant Life Financial.
Personal Facts: Outside of work, he enjoys staying active through golf, tennis, and time in the gym. He also values spending quality time with friends and family.
