1401 Holliday Street,
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
As a Financial Advisor at Pathway Wealth Advisors, I specialize in helping people create and implement personalized financial plans that help them feel comfortable and confident in their financial future. I've been serving in the financial services industry for over two years now, and I believe that it's been an incredibly fulfilling journey so far.
Before transitioning to the financial services industry, I spent several years working in the public school system. I'm proud to have earned my M. Ed. in Educational Leadership from Wayland Baptist University and my undergraduate degree from Midwestern State University. While I loved my time in education, I found myself drawn to the world of finance and the opportunity to help clients achieve their financial goals.
At Pathway Wealth Advisors, I'm motivated by the chance to make a real difference in people's lives. There's nothing quite like the feeling of helping a client plan for retirement, invest in their future, or achieve a major financial milestone. I believe that everyone deserves the chance to live the life they've always dreamed of, and I'm proud to play a role in making that a reality.
Outside of work, I'm a family man at heart. I live in Wichita Falls, Texas with my wife, Kari. Together, we have one adult daughter, Tonie. We love exploring all that this wonderful city has to offer, from the local parks to the great restaurants and shops. When we have the chance, we also enjoy traveling and discovering new places together.
I feel incredibly fortunate to be doing work that I love and making a positive impact in people's lives. If you're looking for a financial advisor who's passionate about helping you pursue your goals, I'd love to hear from you!
I am a Financial Advisor, and I hold my Series 7 and 66 securities licenses through LPL Financial as well as a Texas Life and Health Insurance license. My areas of specialty are Qualified Retirement Plan Consulting, Retirement Income Planning & Risk Management (Life, Disability & Long-Term Care Insurance).
I am a graduate of the University of Nebraska-Lincoln, where I earned my Bachelor of Science degree. I served for 20 years in law enforcement as a police officer, as well as in different roles in the field such as a member of the Bellevue Police Officers Association Retirement Committee. It was on this committee that I gained an interest in the financial services industry, realizing that my desire to help people as a police officer translated well into helping others pursue their financial and retirement goals.
Client & Service Assistant
I am a Registered Assistant with 18 years of experience in the financial services industry. I hold my Series 6 & 63 securities licenses through LPL Financial, as well as my Texas Life/Health Insurance and Long-Term Care licenses. I am happiest working behind-the-scenes as a support to others around me. I discovered that the financial services industry is a perfect fit for allowing me to help people pursue their personal financial goals.
Having lived in Wichita Falls most of my life, I enjoy exploring the revitalization efforts that are ongoing in the community.
“Wisdom is using your intellect, separating right from wrong and doing what is right; even when it isn’t easy.”