As the Principal and as a financial advisor, I take great pride in our unique approach to investing and the long-term relationships we build with our clients. Witnessing them achieve their financial goals is truly rewarding.
For me, clients' goals align perfectly with my own aspirations. They desire to make sound investment decisions, minimize tax burdens, attain financial independence, and ensure the protection of their families. Although these goals may seem straightforward individually, when combined, they can be quite complex. My mission is to simplify this process for my clients by providing them with a comprehensive overview of viable choices and assisting them in executing these ideas. Moreover, I strive to maintain their financial well-being for years to come.
Originally from Enid, Oklahoma, I grew up as a competitive tennis player. This experience taught me the dedication and hard work required to excel in any endeavor. Eventually, I knew that starting my own company was my ultimate goal. A few years after college, I turned my passion for investing and the lessons learned as a determined youngster into a career in wealth management. In 2010, I established my own firm, Leap Wealth Management, to fulfill my vision.
Beyond my professional pursuits, I have actively contributed to the financial planning community. I have served on the board of the Dallas Financial Planning Association, where I have shared my expertise and collaborated with fellow professionals. Additionally, I was a proud member of the Exchange Club of East Dallas, an organization dedicated to helping underprivileged children.
If you are seeking a financial advisor who combines expertise, personalized service, and a genuine passion for helping clients achieve their financial goals, I am here to guide you every step of the way. Let's work together to simplify your financial journey and secure your future.