All too often, finances can be a stubborn road block that holds people back from accomplishing their goals. Whether it is investing, insurance, or planning for the future, I am here to help. My background within my faith, as well as my experience as a leader has led me to an extensive career in financial advising and I am happy to help individuals, families, and business owners with their aspirations. My experience has also shown me that the best part about this business is seeing others achieve their dreams.
Prior to Equitable Advisors/Paradigm Wealth Management, I started three non-profit organizations and was Senior Pastor of a growing and dynamic church. During my time at Equitable Advisors, I have served as Divisional Vice President in the Fort Worth office and more recently I have established a premier team called Paradigm Wealth Management. This is so I can spend more time focusing on the needs of my clients. My experience in leadership, faith, and advising has given me the tools and knowledge to effectively help anybody in any financial situation. That is what I enjoy most, helping others no matter what their situation may be.
Education
- Bachelor of Arts: Baylor University
- Masters of Divinity, B.L.: Southwestern Seminary
- Doctor of Ministry, Leadership Development: Regent University
- Certificate in Retirement Planning: Wharton School of The University of Pennsylvania
Accreditation, Professional Credentials, and Awards:
- Financial Industry Regulatory Authority (FINRA). Series 7, 66, and 24 registrations
- Life, Health, and Variable Annuity insurance license
- Management Leadership Award
- Management Development Award
- Texas Monthly DFW Five Star Wealth Manager Award: Multiple years
- Centurion: Multiple years
- Hallmark I: 2017
Paradigm Wealth Management is not a registered investment advisor and is not owner or operated by Equitable Advisors or Equitable Network.
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
is not owned or operated by Equitable Advisors, LLC or its affiliates.