MANAGING DIRECTOR

CHIEF INVESTMENT OFFICER

Industry Experience: 14 years

• Graduate, Texas State University – B.B.A., Finance
• Currently serves on the L&W Investment Committee, Wealth Management Committee, Client Service and Operations Committee, and Management Committee
• Leads the investment team and oversees trading department
• Member, Chartered Financial Analyst^® Institute
• Member, Vanguard Registered Investment Advisor Client Council
• Board member and Treasurer, St. Catherine’s Montessori
• Former front desk volunteer, Ronald McDonald House, Houston chapter
• Volunteer host and fishing guide for the Sargent Tournament of Heroes
• Native Houstonian and spends the majority of his free time enjoying the gulf coast with his wife and three children