Byron joined our team in April 2020. Byron holds the FINRA Series 7 (General Securities Representative), & Series 66 (Uniform Investment Adviser) securities licenses, and the Texas Life & Health Insurance license. As an Innovation High School STEM Academy graduate of Lewisville, Texas, Byron continued his education at Texas State University as an honors graduate with a Bachelor of Healthcare Management, concentrating in Managerial Finance.
One of Byron's biggest passions is helping people build wealth while planning for a successful financial future. He prides himself on being reliable, detail-oriented, and adaptable. While working in the hospitality industry, Byron recognized his passion for building relationships and getting to know people. He is an active Flower Mound & Lewisville Chamber of Commerce member and enjoys giving back to his community.
Byron's goal is to help educate his clients on their investment options. He believes that the most potent tool for investing is having a comprehensive plan that fits each client's specific goals. As an Investment Adviser Representative, he creates personalized plans for each client he serves. Dedication to long-term relationships with clients & providing for a seamless transition between each stage of their financial plan is a must. Staying current on investment products is one way to ensure clients are getting exposure to the most current strategies. Byron also manages our firm's marketing/technology by implementing ways to optimize new opportunities and enhance office efficiency.
Byron resides in Grapevine, Texas, with his 85-lb dog, Bailey. In his time off, he enjoys golfing, playing tennis, spending time with family, & traveling.