Does This Sound Like You?
- Manage your own investments but want expert validation
- Accumulated $250,000–$2,000,000+ but feel like you’re winging it
- Professional or business owner in the DFW area earning $100,000+
- Are in the “sandwich generation” balancing kids, aging parents, and finances
Not sure if we’re a fit? SCHEDULE A FREE CALL to talk to an advisor.
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HOW I HELP
Start where you are. Grow as you go.
Origin
90-minute clarity session
$1,000
Quest
Full financial plan
From $5,100
Journey
Ongoing planning partnership
$460 per month
Cornerstone
Investment management + planning
Starts at 1.25% of assets
why work with me
Independence
Fee-only fiduciary. No commissions or product sales.
Expertise
CFA charterholder with 20 years’ experience. Previously managed $25 billion in institutional assets.
Empowerment
Own your journey with tools and clarity to make great decisions on your own terms.
Transparency
Clear pricing. No hidden fees. Know what you’re paying and why.
Proud to Serve Ramsey Fans
As a Ramsey SmartVestor Pro, I share Dave Ramsey’s values of debt-free living, disciplined investing, and building wealth with integrity. If you’re following the Baby Steps or just want an advisor who gets the Ramsey philosophy, we’ll speak the same language.
Catch up on our recent thinking.
Ready to get started?
The first step is a free, no-pressure call. We’ll discuss your financial goals and how i can help. Plan for 20-30 minutes.
Ready to Get Started?
The first step is a free, no-pressure call. We’ll discuss your financial goals and how i can help. Plan for 20-30 minutes.
