I became a financial advisor in 2008 and spent my first decade working with military families at USAA. I have been a CFP professional since 2011.

After running my own advisory firm through XY Planning Network and later joining XYPN's Operations team, I started Trellis to solve a problem I kept seeing: great advisors buried in work that didn't require their expertise.

I have worked with more than 30 firms across financial planning support, custodial operations, compliance execution, and workflow design. I know what it looks like when a back office runs well and what it costs when it doesn't.

Trellis is not a VA service. I am a CFP® who runs your operations, which means I understand the plans, the compliance, and the workflows at the level they actually need to be understood.

Outside of work, I serve as a biblical counselor at my local church and am an avid Texas Longhorns fan. You will find me hiking, camping, and playing pickleball and basketball when I am not working.