Find Your Peace of Mind
Our mission is shaped by real-life experience and a deep understanding of how financial decisions impact families through every stage of life.
Lauren and I
were introduced by mutual friends while we were in college—me in Los Angeles
and her in Fresno. For years, we made a five-hour commute every other weekend.
After two years of dating and two years engaged, we married in 2011 and moved
to Syracuse, New York, so Lauren could pursue her doctorate in audiology.
While she was in school, I worked for Enterprise Rent-A-Car
and studied for the LSAT. During that time, the loss of my father and
grandmother deeply affected me and led to a serious health diagnosis at the age
of twenty-seven. As I focused on recovery, Lauren worked part-time at MetLife,
where she met our now mentor, Vicki Brackens. She introduced us to the
financial services industry—an experience that would ultimately shape our
future.
In 2014, we returned to California, where Lauren joined
Raymond James and I focused on restoring my health. By 2017, I had fully
recovered, we welcomed our first daughter, Beverly, and I began my career with
Northwestern Mutual in Los Angeles, commuting during the week while our family
remained in Fresno.
That same year, our plans shifted when my mother was
seriously injured and diagnosed with stage four bone cancer. Shortly after
relocating her to Texas for family support, we experienced another devastating
loss when Lauren's father passed away suddenly. During this time, Lauren was
pregnant with our second daughter, Violet.
Despite these hardships, we remained rooted in our faith and
committed to moving forward. We relocated to Dallas, Texas, to be closer to my
mom and create stability for our growing household. We were blessed with
meaningful time together before my mother passed in 2021, and we have since
built a life in a community known for strong schools and local leadership.
Today, we are proud to lead our own firm in Dallas, Texas,
serving individuals and families with a focus on strategic planning, risk
management, and long-term financial security. Our mission is shaped by
real-life experience and a deep understanding of how financial decisions impact
families through every stage of life.
We are grateful to serve our clients, support our community, and continue growing a business built on integrity, service, faith, and execution.
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