I am committed to ensuring that my clients can rely on my professionalism and integrity, always prioritizing their best interests. As their advocate and steward of both wealth and legacy, I bring a depth of experience and dedication to every relationship.
With a Bachelor's and Master's in Agricultural Economics from Texas A&M University, I began my career in 1990 in the agriculture sector, gaining over 15 years of expertise in agricultural lending and the cattle industry. In 2007, I moved to Midland, Texas, to transition into asset and investment management. Starting from scratch, I personally went door to door to connect with the community-a challenge I embraced, and one that fueled my passion for building relationships. From these connections, I am dedicated not only to supporting clients in building their financial futures but also in crafting their enduring legacies.
Building a wealth advisory business in 2007, during the onset of the most challenging financial crisis since the 1930s, gave me invaluable insights into risk management through both prosperous and difficult times. This experience has shaped my approach to navigating diverse financial environments with resilience and a focus on strategic long-term growth.
In Midland, my wife Liz and I have become active community members, contributing to local initiatives that serve the under-resourced and homeless. We have also been dedicated to serving in our church, and currently support several faith-based ministries locally and internationally.
Since 2017, I have specialized in providing comprehensive wealth management services for high-net-worth individuals, successful small business owners, and their families. Founding Mesa Pointe Wealth in 2022 allowed us to broaden our investment capabilities and enhance the client experience. Today, with Mesa Pointe Advisors, we are extending our services to younger generations, offering the same sophisticated tools through an innovative, accessible advisory model. I understand that young professionals are on the path to building their wealth and legacy, and with thoughtful guidance, they can achieve high-net-worth status more effectively and securely.
1004 N. Big Spring Street,
Suite 107
Midland, Texas 79701
Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., a SEC Registered Investment Adviser. Mesa Pointe Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
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