- Bachelor of Science degrees in Biochemistry, Economics, and Mathematics from Texas Tech University
- Master of Science degree in Personal Financial Planning from Texas Tech University
As a member of the wealth management team, JD aims to provide outstanding service while supporting the client throughout all facets of the financial planning process. He believes that each client’s unique situation should come with a solution tailored specifically to his or her goals, and he seeks to exceed client expectations when working on a plan to achieve these goals. Our clients appreciate his diligence, his positive attitude, and his desire to learn.
Things to know about JD
What hobbies do I enjoy?
“I am passionate about college sports, hiking/backpacking, and learning and exploring new ideas and places.”
What is on my ‘bucket-list’ of places to go?
“Gates of the Arctic National Park.”