I’ve spent over two decades in this industry — starting at American Express Advisors (Ameriprise), moving through Morgan Stanley, and eventually deciding that Jason Clevlen and I could build something built entirely around the client — not the firm. So we did. Lake Hills Wealth Management was built to be genuinely fee-only and fiduciary from day one. No commissions, no conflicts — just advice built entirely around the client. We also wanted an investment process grounded in quantitative discipline, not gut feelings or market noise. And we wanted to build a firm with the technology, the process, and the people to deliver truly exceptional advice at every level.
I’m a Houston native, raised in College Station, and proudly rooted in Texas. I went to school at St. Edward’s University, fell in love with the city’s grit and creativity, and honestly never stopped calling it home. I still split time between there and East Texas.
My wife Erin’s family is from Marshall, and we’ve fallen in love with the people and piney woods of East Texas. When I’m not working, you’ll find me in the woodshop, out on the water, or on a beach somewhere with Erin and our dog Cash — who is, I’m convinced, at least 30% human. My faith shapes how I treat people, and my clients will tell you I bring relentless passion to their financial lives. I’m here to manage assets, solve problems, build real plans, and help families get where they’re trying to go.