As Managing Partner and Co-Founder, I remain excited about the mission of Quartz Financial. As a comprehensive wealth management firm offering Family Office Services to a select number of wealthy families, we guide our clients through some of the most important financial decisions they will ever make. We function as their specialist in the areas of financial planning, investment management and insurance strategies, while coordinating services of the other disciplines typically needed by wealthy families.
Our commitment to sudden wealth recipients is backed by writing four books on the topic. Sudden Wealth…It Happens, Sudden Wealth… Blessing or Burden?, Sudden Wealth… The Workbook and Journal, and Single… Not by Choice. These four books along with the Sudden Wealth Video Series reinforce our commitment to educating the public on the challenges and myriad of possible solutions in handling sudden wealth situations and the ensuing generational challenges. We are also thrilled to give back to the industry by educating financial advisors across the country on our processes.
Since 1989 I have held key roles in handling some of the largest client relationships of the firms merged through Texas Commerce Bank, Chase, Bank One and JPMorgan. I also served as a Product Director for New York Life Insurance where I trained life insurance agents across a five-state area on the nuances of investing. I’m proud of my background in institutional fixed income strategies, particularly in municipal bonds, which has proven to be vital as Quartz manages municipal bond portfolios for our clients.
I consider myself to be an Austin native even though I couldn’t get here until age 12! I bleed orange and am a graduate of The University of Texas and will always stress over any longhorn football, baseball or basketball game. I live in and am a member of the University of Texas Golf Club. I’ve been fortunate to serve on the Boards of Any Baby Can, and Conspirare and continue to be a fan of both organizations. My wife (Cyndee) and I are members of Emmaus Catholic Church. We have one daughter, Kayleigh, an environmental scientist in Cody, Wyoming.
I believe in the power of continuing education. I am a Chartered Financial Consultant, ChFC. I hold series 7, 63, 66 securities registrations with LPL Financial, along with a Group 1 Life and Variable Contract Insurance License. I also hold the designations of Accredited Asset Management Specialist, AAMS, Accredited Investment Fiduciary, AIF and Chartered Retirement Plans Specialist, CRPS.