Welcome Brad and Alisha! 






EMBARKING ON A NEW JOURNEY We are excited to announce that JoAnne and I have decided to venture into the world of retirement. Like many of you, we have diligently planned for this day, and now it is time to enjoy it. Part of my plan was to identify a very capable individual who would properly manage your accounts in the future. I found that person in Scott Werner. (Click here to learn more about Scott). Scott and I have been colleagues since 2012, and I am excited that he will now be the person taking care of all my cherished clients.

In the next 12 months, Scott, Alisha Ware, and I will continue working together, providing advice and service for your family and business needs. We will reach out to you to schedule a meeting for a proper introduction soon! I want you to feel confident that I have selected the right person to walk with you on your financial journey.

We will close our office as of December 15th, 2022, and will move to Scott's office at 317 Grace Lane, Suite 250, Austin, Texas, 78746.