Experience
- CORDA Investment Management — Senior Financial Planner
- Morgan Stanley — Financial Planning Director
- UBS Financial Services — Financial Advisor and Wealth Planning Associate
- Wyatt & Mirabella, PC — Associate Attorney
- Coplen & Banks, P.C. — Associate Attorney
Education
- SMU Dedman School of Law — Juris Doctor; Notes Editor, Science and Technology Law Review.
- Hardin‑Simmons University — B.B.S. in Psychology with Leadership minor, magna cum laude; Honors Program Graduate; Presidential Scholarship Recipient; Sigma Delta Sigma President.
Licenses & Admissions
- CERTIFIED FINANCIAL PLANNER™ professional.
- State Bar of Texas.
- Admitted to the U.S. District and Bankruptcy Courts for the Southern, Northern, Western, and Eastern Districts of Texas.
- Series 7, 66, and 31 securities licenses.
Community & Interests
- Volunteer with St. Anne Catholic School, Trinity Episcopal Day School, Wings for Widows, and Ronald McDonald House.
- Shareholder of Green Bay Packers, Inc.
- Enjoys spending time with his wife and two children, watching the NBA and Formula 1, fishing, studying Roman‑era, barbarian cultures and learning about basketball history.
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