What are some of the services offered by your business?
Financial services – including retirement planning, business retirement planning, business succession planning, education savings, planning for the unexpected.
How does your business support the community?
I am active with the Little Elm Chamber of Commerce and Little Elm ISD Education Foundation, and I serve as a sponsor for several local charity fundraising activities. I was a Scoutmaster of a troop in Carrollton and a volunteer soccer coach in Frisco. I am active in our church plant, Crossway church of Christ, in Celina. My wife, Lori, and I sponsor a donkey at the Donkey and Equine Haven in Celina.
What is your favorite Chamber event, and why?
Tough one – Daddy/Daughter dance is a great time. It’s wonderful to see the fathers who are really invested in the lives of their daughters. Monthly luncheons provide great opportunities to hear from local community leaders on what is happening in the Town of Little Elm.
What’s a fun fact about you?
My father was in the USAF. We moved 8 different times and lived in 6 different states plus the Republic of the Philippines from birth to 10 years of age.