I am a Partner, a Retirement Plan and Wealth Consultant, and Investment Advisor Representative at Houghton Financial Partners. My responsibilities include designing, implementing, and monitoring successful retirement plans, mitigating risk, investment due diligence, and employee education. I work hard to provide my clients with a sense of financial wellbeing and build portfolios that help them to maintain their current lifestyle. I specialize in retirement plan implementation, design, ongoing management, fiduciary experience, wealth consultant and investment advisory strategies.
I have worked in the financial services industry for over 12 years. Prior to starting my career, I received a Bachelor of Arts in Communications and a minor in business administration from Texas A&M University. Over the course of my career, I have received a variety of designations and certifications including the Investment Advisor Representative securities registration, the NAPA Top 100 Retirement Plan Advisors Under 40, and Forbes/SHOOK Research Best-In-State Financial Security Professionals.
I am motivated by working with people, and I love hearing about clients’ goals and objectives. I strive to strategize the best way to design a total rewards package for employees, relieve the stress and burden associated with benefit plans, assisting HR, and helping successful families plan for their future.
I currently live in El Paso, Texas with my wife, Colleen, and our two children, Finley and Everly Scout. When I am not servicing clients, I serve as a Governing Board Member of the Hospitals of Providence, a Board Member of WestStar Bank Title Co., a middle school girls' basketball coach, and a youth group advisor. I also enjoy running and working out, coaching middle school girls’ basketball, or cheering on my kids from the sidelines. My family also loves spending time skiing in the mountains or traveling around the country.
CA Insurance License #4104687