Peak Capital was acquired by United Capital in 2011 and I moved to Dallas, TX in 2012, where I earned the Chartered Financial Analyst designation. I joined United Capital’s investment team in 2014 and gained experience in tax-efficient investing, and options strategies while supporting high-net-worth clients.

As a Portfolio Manager at United Capital Financial Advisers, I was proud to help build our investment platform from zero to $8 billion in just four years (2014 – 2018). I personally managed over $1 billion in assets, designing and implementing modern portfolio theory-based ETF strategies used by advisors nationwide.

A focus on innovation led me to build automated systems for portfolio management and help advisors more efficiently implement desired investment solutions.

As I progressed to more senior roles at Avantax, I found my true passion: translating complex investment concepts into simple strategies. Whether presenting to prospects, supporting new acquisitions, or consulting with a nationwide network of advisors, my goal remained consistent – empowering advisors to improve clients’ financial lives through effective yet understandable investments.

This experience taught me that the best investment strategies combine robust methodology with clear communication. It’s an approach I continue to bring to my work today, helping both advisors and individual investors achieve their financial goals through straightforward, evidence-based investing.

Through my work with advisors nationwide, I’ve witnessed firsthand how sound financial guidance can transform lives.

The best investors I’ve known share my belief that while money can seem complicated, the fundamental principles – like diversification and living below your means – are actually quite straightforward.

Money is a somewhat taboo topic in our society, which leads people to learn financial lessons the hard way. I’d like to change that by increasing financial literacy in our communities. Financial Empowerment’s mission is to help people build wealth, achieve peace of mind, and live life to the fullest without money worries.

During the pandemic, my passion for simplifying financial concepts led me to start blogging, culminating in the launch of Financial Empowerment in 2023.

Follow me on LinkedIn and X for straightforward personal finance and investing tips, and sign up for our mailing list to get market updates and other insights in your inbox.

If you’re planning for life’s milestones – retirement, education, or something else – and have questions, I’d love to help. Send me an email using the contact form below and let’s connect.