PJ is responsible for developing and managing client portfolios. He also manages and oversees the firm’s customized financial planning tools and strategies as well as handling the firm’s small business clients’ 401k plans, groups medical/ancillary plans, and all the firm’s insurance business. His passion for the business comes from his deep-rooted drive to make the complex simple and to help all the clients he works with the achieve their unique set of goals.
PJ joined the firm in 2013. Prior to this, he worked at HD Vest Investment Services as a Wealth Management Consultant, partnering with the firms Advisors to help them market and grow their wealth management business. P.J. earned a bachelor's degree in Financial Management from Abilene Christian University. P.J. holds the Certified Financial Planner (CFP®) designation, as well as the Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Exam), Series 65 (Uniform Investment Advisor Law Exam), and completed his insurance license.
PJ and his wife, Lauren, have been married 8 years and are the proud parents to two beautiful daughter's, Palmer and Kennedy. He and his wife are actively involved in their church and their local community. In his free time, PJ enjoys spending time with family & friends, traveling, playing golf, and indulging in his love for wine.