After being recruited from the banking sector in 1999, I worked in various capacities in the financial industry from call center representative to Operations Manager to Financial Advisor. These roles have helped create a well-rounded base for my role as Senior Investment Portfolio Analyst with Live Oak Investments Partners, LLC. I have been a part of Mike’s team since 2011 and am proud to continue to do so as Live Oak employee #2.
When not in the office, my wife, Avery, and I are watching our children, Maddie and Gabe, swim. Sometimes I do this from deck, as I also officiate and serve on two swim Boards (Georgetown High School Swim Boosters Vice President and Georgetown Aquadillos Concession Manager). We are also swimmers with Texas Gold Masters. I also enjoy serving my community as Board Member of the Georgetown Village Public Improvement District Advisory Board and President of Georgetown Village Homeowner’s Association. In spite of the busy schedule, I still find time to work on my disc golf game on weekends along with a group I started.