My expertise is in Financial Planning, Tax Planning and Retirement Planning. Helping people get the most out of their Social Security and Medicare benefits are two of my passions. In my spare time I enjoy spending time with my wife and three children. Together we enjoy, camping, fishing, boating and the outdoors.
BS Financial Planning, Texas Tech 1997
Certified Financial Planner™ 1999
Registered Social Security Analyst® 2019
Real Stories from Real People
Suzzanne and Chris
Paul and Karin
Joanne
Most People Leave Money on the Table
96%
Don't Optimize
Very few people get all the Social Security they deserve.
$111,000
Is Lost
The average household is losing $111,000 in potential income.
1 Chance
To Claim
Social Security gives you one chance to get it right – forever.
Maximize Your Benefits
Discover important information for your situation.