REAL PROPERTY TRUST & ESTATE PLANNING - Key Persons
Job Titles:
- Partner, Wealth Strategist
For over forty years I've built successful client relationships with individual investors, business owners who were clients of the major wall street investment firm that I was member of, as well as landowners in my role as an independent contractor with three major independent oil companies.
Whether I was guiding a family through specific details of an investment vehicle or being the public facing side of an oil and gas company who interacts and negotiates directly with landowners, putting the customer's needs first, was, and is, paramount to me and that starts with masterfully building a strong business relationship.
Through empathy, active listening, and thoughtful counsel, I have helped landowners and the pipeline companies that I represent in the area of eminent domain and easement acquisition, reach workable solutions that leave all parties satisfied.
I am a 1981 graduate of Baylor University's Hankamer School of Business where I was honored as a Deans Academic Honor list student and received a Bachelors of Business Administration degree in finance.
I had the honor of serving a group of teenagers and their families as a bi-vocational youth minister for over ten years at North Dallas Community Bible Fellowship. I also served as a deacon on the first deacon board assembled at NDCBF. My role as a deacon was to lead a group of my families in my geographic area in a mini church so that we could be assured that all needs were being met in a rapidly growing church.