I grew up a little bit differently. While I grew up in Bastrop, TX I moved out of my house when I was fourteen years old due to a challenging home life. While I was fortunate to find a welcoming foster family, this left an indelible impression on me and challenged me to learn and understand how money works. I put myself through college by working for four years at Wal-Mart, and then launched Synergy, an independent financial advisory firm, during my senior year at Southwest Texas State University.
I graduated with a BBA in Finance in 2001. In 2002, I was asked to address the advisors at a large financial services firm at their Leaders’ Conference in Hawaii. In 2002 I was also named to American General Life’s prestigious Legion of Honor.
I have spoken all over the nation to clients and advisors and I have qualified for the Million Dollar Round Table* (MDRT)**, Court of the Table*, and Top of the Table* on numerous occasions. In addition to helping hundreds of teachers understand and improve their pension plans, I have helped many high net-worth individuals including NFL and MLB professional athletes properly structure their wealth distribution plans. I believe that my success comes from treating each client the way I would personally like to be treated and giving them the care and attention they deserve.
* The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice.