Al has been providing comprehensive financial planning and portfolio management services to families for over 24 years. He works directly with his clients to develop a cohesive strategy to help meet their unique financial goals and objectives. Al employs a holistic approach that solves wealth management issues in the areas of retirement planning, investment management, education planning, tax and estate planning, business succession planning, corporate stock option planning, insurance, and charitable gift planning.
Al and his wife, Amy, have three children: Dawson, Hogan, and Madeleine. In his spare time, Al enjoys activities such as his kids’ soccer and basketball games, golf, staying active in his church, and spending time with his family and friends.
Education, Designations, Licensures:
- Baylor University – Bachelor of Business Administration in Financial Services and Planning
- University of Dallas – MBA in Financial Planning
- CERTIFIED FINANCIAL PLANNER™ certification