President, CEO
- Owner and founder of The Capital Chart Room LTD®.
- Has been navigating wealth for the super affluent since 1989.
- Extensive experience and long-term relationships with some of the wealthiest
owners of large privately held multigenerational businesses across the United
States.
- Created and trademarked The Results Accelerator System™ to solve the challenges
facing families who have completed lots of planning, have many advisors and have
highly complex situations.
- Earned his Bachelor of Science Degree in Business from Florida State University.
- Certified Financial Planner™ since 1987.
- Member of the national Financial Planning Association and the local Dallas/Fort
Worth chapter.
- Member of the Dallas and Fort Worth Estate and Business Planning Councils.
- Regular attendee of the Heckerling Institute of Estate Planning.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and 
in the U.S.
