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.