Our Team
“You can expect a boutique wealth management experience – the kind where you feel confident that things are being handled with great care.”
-
Senior Vice President,
Wealth Advisor -
Vice President, Client Relations
HUB International Fort Worth
Wealth Management
Wealth Management
Financial Guidance to Help You Move Forward with Confidence
You’ve come a long way to where you are in life. Now it’s time to make a thoughtful plan for your retirement, your business, and your family. Our team can help. Through our experience-based process we can support you with everything from business valuation to legacy and tax planning. We believe it’s our life’s work to help you enjoy one full of purpose. That’s why we carefully consider every angle and approach in alignment with your priorities, allowing you to move forward with confidence.
Our Values
Live Your life with heart and purpose. We believe your money and investments are just one part of a larger plan. Knowing your purpose in life helps us serve as good stewards of your assets.
Focused Attention and a Flexible Plan
We start our relationship by getting to know you not only as an investor, but as a person, so we can develop a clear vision of your goals and future. We then work closely with you to provide additional perspective as we craft, tailor and implement a financial plan that aims to bring those goals to fruition in a way that’s responsive to life’s many transitions.
Understand
First, we’ll build an understanding of your personal goals, current financial situation, investment experience and risk tolerance. We’ll also explain the services and capabilities we offer.
Design
Next, we will analyze what you’ve shared with us and design your plan. We will work closely with your accountant and attorney to orchestrate your plan as efficiently as possible. We will present our recommendations to you, answer your questions, and discuss alternatives.
Implement
With your approval, we will execute your customized strategy using the extensive research and resources available to us. This involves the selection of specific account types, investment products and optional services, and the handling of all necessary paperwork.
Manage
We monitor the progress of your plan relative to your defined objectives and suggest any changes needed. We do this by staying connected, providing ongoing reports of your account activity and by conducting periodic reviews. Since you are at the heart of everything we do, a key to this step is your involvement and letting us know of any changes in your life.
We work with clients from all backgrounds, and we understand the challenges you face and the values you want to protect.
With us, you can expect a boutique wealth management experience – the kind where you feel confident that things are being handled with great care. And while each of our clients may be different, there’s one thing you all have in common: the need for a lifelong financial plan designed to help you create the life you want for today, tomorrow, and whatever comes next.
Business Owners
We utilize a comprehensive and qualitative process with the goal of helping you maximize what you’ve built. Over time, we strive to improve your business capital and enable you to elevate your business. If you're thinking about selling your business, we utilize a process to guide you through your exit planning options.
Families
Our wealth and investment management, insurance, and legacy planning offerings reflect the distinct needs of the families we serve, including coordination with other professional advisors such as CPAs and attorneys, to help ensure our service is in harmony with all aspects of your life.
Professional Athletes
Collaborating with your other professional advisors, we can help review your opportunities and plan for the future. Whether your next chapter includes starting a business, buying real estate or launching an entirely new career, we can help design a financial strategy.
Professionals
Whether you’re a CPA, attorney or executive, we can help you design a financial plan that addresses risk management, tax planning, managing cash flow, and, ultimately, enjoying retirement. After determining where you stand, our goal is to help you make the most of your hard-earned income and account for the expected and unexpected as part of a holistic financial plan.
Financial Guidance to Help You Move Forward with Confidence
You’ve come a long way to where you are in life. Now it’s time to make a thoughtful plan for your retirement, your business, and your family. Our team can help. Through our experience-based process we can support you with everything from business valuation to legacy and tax planning. We believe it’s our life’s work to help you enjoy one full of purpose. That’s why we carefully consider every angle and approach in alignment with your priorities, allowing you to move forward with confidence.
Our Values
Live Your life with heart and purpose. We believe your money and investments are just one part of a larger plan. Knowing your purpose in life helps us serve as good stewards of your assets.
Focused Attention and a Flexible Plan
We start our relationship by getting to know you not only as an investor, but as a person, so we can develop a clear vision of your goals and future. We then work closely with you to provide additional perspective as we craft, tailor and implement a financial plan that aims to bring those goals to fruition in a way that’s responsive to life’s many transitions.
Understand
First, we’ll build an understanding of your personal goals, current financial situation, investment experience and risk tolerance. We’ll also explain the services and capabilities we offer.
Design
Next, we will analyze what you’ve shared with us and design your plan. We will work closely with your accountant and attorney to orchestrate your plan as efficiently as possible. We will present our recommendations to you, answer your questions, and discuss alternatives.
Implement
With your approval, we will execute your customized strategy using the extensive research and resources available to us. This involves the selection of specific account types, investment products and optional services, and the handling of all necessary paperwork.
Manage
We monitor the progress of your plan relative to your defined objectives and suggest any changes needed. We do this by staying connected, providing ongoing reports of your account activity and by conducting periodic reviews. Since you are at the heart of everything we do, a key to this step is your involvement and letting us know of any changes in your life.
We work with clients from all backgrounds, and we understand the challenges you face and the values you want to protect.
With us, you can expect a boutique wealth management experience – the kind where you feel confident that things are being handled with great care. And while each of our clients may be different, there’s one thing you all have in common: the need for a lifelong financial plan designed to help you create the life you want for today, tomorrow, and whatever comes next.
Business Owners
We utilize a comprehensive and qualitative process with the goal of helping you maximize what you’ve built. Over time, we strive to improve your business capital and enable you to elevate your business. If you're thinking about selling your business, we utilize a process to guide you through your exit planning options.
Families
Our wealth and investment management, insurance, and legacy planning offerings reflect the distinct needs of the families we serve, including coordination with other professional advisors such as CPAs and attorneys, to help ensure our service is in harmony with all aspects of your life.
Professional Athletes
Collaborating with your other professional advisors, we can help review your opportunities and plan for the future. Whether your next chapter includes starting a business, buying real estate or launching an entirely new career, we can help design a financial strategy.
Professionals
Whether you’re a CPA, attorney or executive, we can help you design a financial plan that addresses risk management, tax planning, managing cash flow, and, ultimately, enjoying retirement. After determining where you stand, our goal is to help you make the most of your hard-earned income and account for the expected and unexpected as part of a holistic financial plan.