My life's passion is helping people both professionally and personally. I take a holistic approach to helping my clients achieve their long-term financial goals. It’s a pleasure watching people shift their focus beyond investing to thinking about the legacy they want to leave behind.
I’m a New Mexico native. After graduating at the top of the US Naval Aviation Officer Candidate School, I served as a Commissioned Officer of the US Navy. I am a graduate of New Mexico State University with a bachelors (with honors) in finance. If someone asks me what degree I should have, it would be marriage counseling, child counseling, and general counseling.
My career in the financial services industry started with First National Bank of Santa Fe, New Mexico, and then I moved on to become an executive with IBM. I decided to launch my own financial-services practice in 1997.
I quickly grew my firm to more than 20 associates and then realized that bigger isn’t always better when it comes to providing high level service. I made the decision to create a boutique firm and focus on serving a smaller segment of clients. The result was being able to offer highly personalized attention, individualized recommendations and unique investments.
For nearly 30 years since, I have been offering a variety of financial services for clients across the United States with a focus on Kansas City and New Mexico. I love what I do and don’t plan to retire anytime soon.
My wife, Pam, and I have three daughters, three sons-in-law and two grandchildren. When I’m not at work you’ll find me working on house projects, making leather goods, spending time with family and friends and thinking about my next trip to the Southwest.
Julie, AKA Client Experience Ninja, has been with MWM since June of 2015 and is the first person you’ll see when you walk in the door and the first person you’ll talk to when you call the office. She will greet you with a...
From decorating the office to reorganizing files, Pam is the “jack of all trades” at MWM. As the office manager, her responsibilities include the overall efficient management of the office and MWM’s business processes...