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117 Galvan Lane, Van Alstyne, TX 75495

(469) 952-7066
Texoma Wealth Advisors

Texoma Wealth Advisors

My responsibility to my clients comes first. From wealth management to retirement solutions, my insight and sophisticated financial strategies can help make your investment goals a reality.

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Work With the Best

Work With the Best

No matter how complex your investing situation is, I can help.

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My Clients

We partner with clients who value clarity, confidence, and long-term perspective.
At Texoma Wealth Advisors, our clients aren’t defined by age or career stage — they’re defined by their vision. They want more than a portfolio; they want a strategy that aligns wealth with life, family, and legacy.

Pre-Retirees & Retirees

Pre-Retirees & Retirees

More than numbers — we help you design and live a  retirement that fits your life, your values, and your legacy.

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Investment Planning

Investment Planning

Wealth isn’t built by chance. It’s built through intentional planning, disciplined strategies, and a long-term perspective.

At Texoma Wealth Advisors, our investment philosophy goes beyond chasing markets — it’s about creating a portfolio that reflects your values, minimizes unnecessary risk, and adapts to life’s changes.

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Educational Planning<br/>

Educational Planning

Investing in education is one of the most meaningful gifts you can give — we’ll help you do it with strategy and foresight.

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High-Net Worth<br/>

High-Net Worth

Serving the unique needs of HNW individuals

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Schedule A Consultation

If you believe you could benefit from working with a financial professional, let’s review your goals to see if you’re a good match for my practice.

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My Services

Looking for a financial advisor in the Texoma area who understands the needs of North Texas families and professionals? I provide personalized planning and investment guidance for clients throughout Van Alstyne, Anna, Howe, Sherman, Whitewright, Bells, Savoy and Denison.

My financial planning services include:

Retirement planning strategies
401(k) rollover guidance
IRA and investment planning
College savings strategies
Long-term financial planning
  

As a local North Texas financial planner, I focus on building long-term relationships through clear communication, personalized strategies, and ongoing support. Whether you prefer meeting in person in the Texoma area or scheduling a virtual consultation, you’ll receive guidance tailored to your financial goals. 

Serving Grayson County and DFW with personalized investment planning services designed to help you plan, invest, and retire with confidence.

Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Estate Strategy

Strategies for every phase of life

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Peak-Career

Wealth-building strategies for professionals

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My Three-Step Process

STEP

1

Assess

I’ll begin by reviewing your financial documents, risk tolerance, and objectives.

STEP

2

Strategize

I will present unique financial strategies designed to match your investor profile.

STEP

3

Implement

Life changes? Market volatility? I’ll keep your financial objectives on track every step of the way.

Get your financial journey started today.

My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Speak with an Expert

Let’s begin the conversation. Submit this form to schedule an initial conversation.

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Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."
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