If you’ve been talking to me for any length of time at all, you already know that I’m not shy about talking about my background, my philosophy, and my family.
Just in case you missed any of those highlights, know that I:
- Proudly hail from Dallas, Texas
- Earned my Bachelor of Science degree in finance from the University of North Texas
- Have worked in financial services since 2003
- Earned my Certified Financial Planner® (CFP) designation in 2011
- After working as an employee my entire career, I felt it was time to start my own business. I made the leap and opened JLK Financial in 2021, naming the company after my three children, Jacob, Luke and Kate.
- Am a proud Texas BBQ and Mexican food snob
We usually spend our days chasing our kids around to their various soccer or softball games and wouldn’t have it any other way.
Since you are reading this, it’s a pretty good bet you are much more interested in what financial expertise I bring to the table.
Great -- that’s why I’m here -- to help you build and keep wealth. Along the way, there’s a lot to explain, which I promise to do simply and concisely.
In fact, that’s why my tag line for JLK is “Wealth Simplified.”