

Most of the people I work with aren't looking for more information—they're looking for clarity.
At a certain point, financial decisions become more complex and interconnected. That complexity often shows up around specific moments: a business sale, equity compensation starting to accumulate, a significant increase in income, or an inheritance. In those situations, the challenge is usually not access to advice, but understanding how each decision impacts the rest of the financial picture.
That's where I focus my work.
I'm a CFP® professional and Managing Partner of Good Life Private Wealth, a fee-only, fiduciary firm based in Fort Worth. I work primarily with business owners, corporate executives, and high-income professionals who want a more coordinated approach to their financial decisions.
Many of the individuals and families I work with already have trusted professionals in place—a CPA, an estate attorney, or other advisors. My role is to help ensure those relationships are aligned and working together as part of a cohesive strategy. That includes evaluating decisions across investments, tax considerations, estate planning, and risk management, with an emphasis on how those pieces interact over time.
Rather than approaching each decision in isolation, I help clients think through trade-offs, model potential outcomes, and make decisions with the full picture in view. The goal is not to react to complexity, but to bring structure and clarity to it.
My background includes serving as Vice President of Operations for one of my family's businesses, where I oversaw more than 50 employees. That experience continues to shape how I think about leadership, business ownership, and the financial decisions that extend beyond a portfolio.
Good Life Private Wealth operates as a fee-only firm, meaning we are compensated directly by our clients and do not receive commissions or third-party compensation. We are held to a fiduciary standard, which requires that every recommendation be made in the client's best interest.
On a personal level, I'm a husband and a father of two young kids. That perspective influences how I think about planning—most financial decisions are ultimately about supporting the people and priorities that matter most.
If you're at a point where your financial life feels more complex than coordinated, it may be worth having a conversation.
Bachelors in Business Administration -
Abilene Christian University
08/01/2007 -06/01/2011
Masters in Business Administration - Finance
Oklahoma City University
08/01/2012 -06/01/2014
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The information provided on this profile is for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Any opinions expressed are based on current market conditions and are subject to change without notice. Good Life Private Wealth is a fee-only registered investment advisory firm. Advisory services are only provided to clients under a written agreement and in accordance with applicable laws and regulations. Nothing on this profile should be interpreted as a solicitation to buy or sell any securities or to engage in any specific investment strategy. Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results, and no guarantees can be made regarding the outcome of any financial strategy. While we may discuss general financial planning concepts, individual circumstances vary, and you should consult with your own financial, tax, or legal advisors before making any decisions. WiserAdvisor is an independent third-party platform. Good Life Private Wealth does not control or guarantee the accuracy of information provided by the platform and is not responsible for its content or services.
