I grew up in Southlake, Texas and went to college at Lubbock Christian University, where I met my wife. We moved to Highlands Ranch in 2000 and I started working at Merrill Lynch operations center. When the office closed in 2002, I …
I grew up in Southlake, Texas and went to college at Lubbock Christian University, where I met my wife. We moved to Highlands Ranch in 2000 and I started working at Merrill Lynch operations center. When the office closed in 2002, I went back to school to get my master’s in finance from the University of Denver.
I then began working as a financial advisor for an independent firm and worked there for over 12 years. We have two daughters; one will be attending Ranchview Middle School next year and the other attends Saddle Ranch Elementary.
My business model
In 2016, I started Integrity Wealth Solutions, an independent financial planning and investment management firm, with my business partner. We focus on helping individuals and small business create a roadmap for their financial goals and assist them in achieving their dreams. To align with our clients’ success, we created a flat-fee compensation model that is quite unique in our industry.
Most financial advisors either receive commissions from products they sell or charge a fee based on a percentage of assets they are managing. It is our opinion that under the fee-based structure, as a client’s portfolio grows so does their fee while in reality the work that the advisor is doing is the same. We feel a flat-fee structure is a more equitable way to manage money.
My favorite thing about Highlands Ranch is the strong community bond that we have. Our neighborhood schools are fantastic and the friendships we’ve made with neighbors in our area make it a very special place. I also love the access to trails and enjoy riding my bike in the Backcountry.
I enjoy mountain bike riding, playing golf and tennis and coaching my 8-year-old’s soccer team. I don’t think my coaching will get any of them to the World Cup, but we have a lot of fun.