Learn about me at work

Why I do what I do..

I was very fortunate as a teenager to find a role model, my best friend’s father. Mr. Henderson was a bank examiner for the FDIC back in the 80’s and wore a three-piece suit and carried a briefcase. He was able to guide me through me formative years to seek higher education and a profession that suited my personality and strenghts…ANALYST. My intended profession early in college was banker until I have my first investment class; that was it.

I enjoy working with...

 I am passionate about investing and so I naturally like to work with those interested to understand more about it. I enjoy meeting and working with the full spectrum of investors…from complete novices to seasoned veterans. 

My education consists of...

 Four years in the U.S. Army was my first level of life education. More formally I received a bachelor’s degree (B.B.A.) from Texas State University where I focused on Finance and economics and a master’s degree (M.B.A.) from the University of Houston.

I am a proud CFA® charterholder which was the most rigorous undertaken I’ve ever experienced.

Before M&M, I...

have worked with institutional investment management firms since I finished my undergraduate degree in 1993. My focus was more on analysis of individual companies and unearthing mispriced stocks.

 I chose M&M because...

 Because a) Their vision of holistic wealth management and b) our strengths complement each other.

 The best part about my career is...

 No two days are ever the same. I’m analytical by nature and I am best suited for new challenges.

The best piece of financial advice I have received is...

 Don’t put all of your eggs in one basket (the essence of Modern Portfolio Theor

My life outside of work

 My family includes...

 My wife Shannon of 25 years, my eldest daughter Taylor, son Bailey and tween daughter Emmagrace. We have horses, cats, a dog and whatever else my daughter can talk me into.

In my free time, you can find me...

Working around our small ranch in New Caney. 10 acres and horses keep us very busy on never-ending chores.

I’m passionate about...

The way people are treated; I believe respect and compassion should be everyone’s default behaviors.

My favorite quote is...

“Even if you’re on the right track, you’ll get run over if you just sit there.”

Will Rogers

 If I could meet anyone, past or present, it would be...

 This changes as I get older, but as of now I would say President George Washington.

My favorite food is...

I consider burritos the ultimate food.

My hidden talent is... 

I’m afraid its still hidden. I’ve tried everything from guitar lessons to windsurfing and haven’t found it yet.

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