About us
Brian graduated from Texas A&M University in 2004 where he majored in Sports Management. He is still actively involved in “Aggieland” and attends most home football games and never misses a chance to tailgate.
After graduation from A&M Brian was a teacher and coach in his hometown of Midlothian for two years. He concluded that it would be easier to explain complex principles to adults than middle school children, so he started his financial services career with Edward Jones in 2007. Brian developed a passion for working closely with clients to help them achieve their financial goals. In late 2010, Brian moved his business to Merrill Lynch in downtown Fort Worth, where he was able to provide his clients with a more diverse investment mix.
After three years at Merrill Lynch, Brian discovered the value of having independent practice at LPL Financial.
In 2020, Brian completed his CERTIFIED FINANCIAL PLANNER certification. To find out more about what it means to be a CFP®, click HERE.
Jordan, along with her husband Jared, have three daughters, Carrington, Charley and Austen. As a family they love serving in their church and are dedicated to spending time with family and friends. In her spare time Jordan works on renovating their home, loves interior design and traveling.
Jordan graduated from Missouri State University and spent ten years working as a certified teacher in public education. After taking some time off from teaching to stay at home with their daughters, she is excited to be back at it. With a master’s in Instruction and Curriculum, Jordan is excited to use the skills she has obtained to help others pursue their financial goals.