MWC FINANCIAL SERVICES - Key Persons

As Chief Relations Officer, CERTIFIED FINANCIAL PLANNER™ (CFP®), and Registered Investment Advisor® (RIA®) at MWC Financial Services, I have dedicated myself to helping clients pursue their personal, estate, business, and investment goals in a tax-efficient manner. Since 1982, I have been immersed in the world of finance, specializing in identifying and resolving complex problems. I find great motivation in meeting individuals daily, as it provides me with the opportunity to address their unique challenges and concerns. It is a blessing to be able to offer them solutions and provide comfort, knowing that someone genuinely cares and is there to assist when they need help. In 2010, I formed a professional in-house association with Mason Warner CPAs in Lubbock, Texas. This partnership brought additional levels of financial, estate, business, and investment planning to both existing and new accounting clients, thus enhancing the services that MWC CPAs provides. When it comes to my job, I most enjoy helping people by delivering honest answers and setting realistic expectations for their financial future. Each day, I strive to make a positive impact on the lives of those I encounter, guiding them toward financial security and peace of mind. Over the course of my career, I have pursued various professional certifications and designations to expand my knowledge and expertise. I hold the CFP®, RIA®, Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU) designations. Additionally, I possess the 6, 7, 63, and 65 securities licenses through LPL Financial, enabling me to provide comprehensive financial services, including life and health insurance coverage. My educational journey began at Texas Tech University, where I earned my undergraduate degree. Later, I attended the American College of Financial Services to further enhance my financial acumen. Throughout my career, I have been an active member of the National Association of Insurance and Financial Advisors (NAIFA) since 1982. Within the organization, I had the honor of serving as the president of the Lubbock Chapter of NAIFA. My commitment to excellence and professionalism has been recognized by my inclusion in the insurance industries Millionaire's Council and Million Dollar Roundtable (MDRT) for Great American Reserve in 1983. Since then, I have consistently maintained my production at the MDRT level, even attaining the prestigious Court of the Table producer status. Born and raised in Lubbock, Texas, I am proud to call it my home. I currently reside here with my loving wife of 46 years, Cindy. Together, we have two wonderful adult daughters and are blessed with five grandchildren. Outside of my professional pursuits, I am an avid reader, always seeking new knowledge and insights. I firmly believe that if one doesn't learn something new every day, their time has been wasted. My career in financial services has been marked by a genuine desire to help clients achieve their goals, a continuous pursuit of knowledge, and a commitment to making a positive impact on the lives of others.

I currently serve as a Certified Public Accountant® (CPA®) a shareholder with MWC Financial Services. Being part of this esteemed firm allows me to collaborate with talented professionals and deliver exceptional services to our clients. My educational journey led me to Texas Tech University, where I graduated with a Bachelor of Business Administration in Accounting in September 1977. Shortly after, in January 1978, I obtained my certification in public accounting (CPA), a milestone that solidified my commitment to this field. In terms of licenses and qualifications, I hold the Series 7 and 66 securities licenses with LPL Financial. These licenses enable me to provide comprehensive financial services, catered specifically to the needs of my clients. I am also proudly insurance licensed and approved for Life and Health insurance in various states. Throughout my career, I have specialized in various areas, including business and personal planning for CEOs and medical professionals. Moreover, I have developed expertise in estate planning, trust planning, retirement planning, and tax planning. My focus lies in assisting individuals, especially CEOs and medical professionals, in developing comprehensive strategies to address their business and personal financial needs. By understanding their unique circumstances and aspirations, I am able to provide tailored solutions that align with their goals. Whether it's optimizing tax efficiency, planning for retirement, or navigating complex estate and trust matters, I am dedicated to guiding my clients through every step of the process. My journey as a CPA® and financial professional has been defined by my dedication to providing exceptional service and personalized solutions to my clients. With a specialization in business and personal planning for CEOs and medical professionals, as well as expertise in estate, trust, retirement, and tax planning, I am committed to helping individuals achieve their financial goals and secure their future. Outside of my professional endeavors, I cherish spending quality time with my loved ones and engaging in activities that bring me joy. Being a West Texan has shaped my values and instilled in me a strong sense of community. I am deeply grateful for the opportunities this region has provided me and strive to make a positive impact in the lives of those around me.

I am proud to serve as a Certified Public Accountant® (CPA®) and shareholder at MWC Financial Services. In May of 1979, I graduated from Texas Tech University with a Bachelor of Business Administration in Accounting. Shortly after, in November of 1981, I earned my certification in public accounting (CPA). My professional qualifications include holding the series 7 and 66 with LPL Financial. These licenses allow me to provide comprehensive financial services to my clients. Throughout my career, I have developed a specialization in various areas, including tax planning, business structures, estate planning, trust planning, and retirement planning. Helping clients navigate complex tax matters, establish effective business structures, and plan for their future has been my focus. I am passionate about delivering personalized strategies that align with their unique circumstances and goals. By understanding their needs and aspirations, I strive to provide the guidance and expertise necessary to make informed financial decisions. Being a part of the MWC Financial Services team has allowed me to collaborate with skilled professionals, enabling us to offer comprehensive solutions to our clients. Together, we work diligently to ensure that our clients' financial affairs are managed efficiently and effectively. When I'm not immersed in my professional responsibilities, I enjoy spending quality time with my family and pursuing personal interests. Lubbock has always been my home, and I am grateful for the opportunities it has provided me.