
Founder and President - Lone Star Financial Partners, Ltd.
Dallas/Fort Worth Area

Founder and President - Lone Star Financial Partners, Ltd.
Dallas/Fort Worth Area
Twenty-plus years experience in sales, management, marketing, people development, and leadership.
Founded a startup financial services firm serving the Dallas/Fort Worth area specializing in helping individuals and business owners identify financial goals, create plans and strategies for the achievement of said goals, and then monitor progress over time to insure the highest level of service to help these goals come to fruition.
Personal interests and associations: flying/private pilot and member of the Aircraft Owners and Pilots Association (AOPA), Ferrari Club of America, Pi Kappa Alpha Alumi Association, golf, racquetball, spending time with family.
Professional interests and associations: National Association of Insurance and Financial Advisors, Financial Planning Association, General Agents and Managers Association, Dallas Estate Planning Council, Society for Financial Service Professionals.
Personal Info: My wife Linda and I celebrated 16 years of marriage this past June. I have one daughter, Sydney, age 9. Linda enjoys painting, gardening, and nature. Sydney enjoys soccer, ballet, piano, and playing on the Wii !!
Life Insurance and Long-Term Care Insurance for estate planning purposes.
(Privately Held; Financial Services industry)
January 2008 — Present (2 years )
Financial Planning organization providing high level services to clients including but not limited to:
Fee-based Planning
Estate Planning
Business Planning
Retirement Planning
College Funding
Asset Allocation
Alliances with Attorneys and CPA's for legal and tax counsel
Personal Specialty: Life Insurance and Long-Term Care Insurance planning for estate protection.
(Financial Services industry)
June 2009 — December 2009 (7 months)
Director of the Addison, Texas Branch Office
Manage day to day operations of a branch office for Allegiant Wealth Management, an affilliate of MassMutual Financial Group.
Responsibilities include recruiting, training, development, and supervision of experienced and inexperienced financial advisors. Licenses held: Texas Group 1 (Life & Health), FINRA Series 6, 63, 7, 65, and 24.
(Public Company; Insurance industry)
January 2008 — June 2009 (1 year 6 months)
Position held while running Lone Star Financial Partners, Ltd. using Kansas City Life as our primary provider for insurance products.
(Financial Services industry)
January 2008 — June 2009 (1 year 6 months)
Broker/Dealer and clearing firm for Lone Star Financial Partners, Ltd.
(Non-Profit Organization Management industry)
May 2006 — May 2008 (2 years 1 month)
Immediate Past President - Hidden Valley Airpark Home Owner's Association
(Public Company; 10,001 or more employees; MFC; Financial Services industry)
April 2000 — January 2008 (7 years 10 months)
Built up clientele of 300+. Recruited and trained over 100 advisors during tenure as Sales Manager.
(Public Company; 5001-10,000 employees; GTRC; Retail industry)
1990 — 2000 (10 years )
Managed day to day operations of a fast-paced retail environment.
1985 — 1989
Diploma , General , 1981 — 1985
Family, friends, flying (private pilot), and fast cars!
National Association of Insurance and Financial Advisors (NAIFA) - Dallas Chapter, Financial Planning Association (FPA), Society for Financial Services Professionals (SFSP), Dallas Estate Planning Council (DEPC), General Agents and Manager Association (GAMA), Aircraft Owner's and Pilot's Association (AOPA), Ferrari Club of America (FCA)
Having a positive and profound impact on people's lives as Founder of Lone Star Financial Partners, Ltd.
NAIFA Dallas Volunteer of the Year (2007)
Rookie of the year (John Hancock 2001)
Store of the year (Guitar Center 1995)
Sales associate of the year (Guitar Center 1993)