My work at MEIRA...
I am incredibly fortunate to be part of a profession that allows me to make a measurable difference in people’s lives every day. As leader of the Austin office of MEIRA, I use my professional experience to help my clients through some of the most challenging and difficult financial decisions they will face during their lifetime. I work with people across the United States, and I enjoy learning about each person’s unique background.
My interest in personal finance began at an early age. I grew up watching CNBC with my father when he would come home for lunch in the summer while I was on school break. I also remember listening to market updates on NPR with my paternal grandfather in his red pickup while we were delivering cabinet doors for his business. As I became a little older, my father and uncle provided books and other resources for me to study. This early exposure created the foundation for what has become my career.
I enjoy writing and regularly contribute to articles relating to money and wealth for Forbes, Fortune, and U.S.News & World Report. I have been involved with professional and charitable organizations including the Association for Corporate Growth (ACG), North County Estate Planning Council (San Diego), The Jewish Community Foundation of San Diego, and Pro Kids First Tee.
...and beyond.
Everyone has a story. Mine began in a small town called Clyde just outside of Abilene, Texas. My family moved to Greenville, Texas a few years after I was born, which is where I grew up until I went to college. I earned a Bachelor of Arts in Economics and a Master of Science in Personal Financial Planning from Texas Tech. During my professional career, I’ve lived in areas across the country including Northern Virginia, Dallas, Miami, San Diego, and Austin.
I met my wife, Sarah, while we were attending Texas Tech. We have been married for almost 14 years. We have a 4-year-old son, a 2-year-old daughter, and a 16-year-old dog. I enjoy spending time with my family, exploring Austin, going to the beach, golfing poorly, following college football and basketball, cooking, gardening, woodworking, backpacking, watching old movies, and meeting new people.