I grew up in South Texas, went through sixteen years of school in South Texas and came back to South Texas after finishing a career in the U.S. Army.
For over twenty years now my professional goal has been to help people make good investment choices and achieve their dreams. I learned from the beginning that people don’t care what you know till they know how much you care.
At Freedom Investment Counsel LLC we begin every new relationship with a “get to know you meeting” where hopefully our potential clients will realize how much we care and start to learn how what we know can help them accomplish their financial goals.
I began facilitating the Dave Ramsey Financial Peace University at our Church in 2004. In 2007 I was offered the opportunity to become the only Dave Ramsey Endorsed Local Provider for investment advice and assistance in my local area. That program has now evolved to the SmartVestor Pro program.
Prior to organizing Freedom Investment Counsel LLC I worked for a major global integrated financial services firm where I achieved the title of Account Vice President and qualified through that firms Portfolio Management Program to serve as a discretionary portfolio manager. I have been a fee based discretionary portfolio manager since 2001.
Unfortunately, the Dave Ramsey philosophy and approach to investing was not supported by my previous firm. Now as an independent Investment Advisor I am free to serve the best interest of all clients but especially those striving for financial peace the Dave Ramsey way.
I am proud and honored to now have my son Jeff joining me at Freedom Investment Counsel LLC. Together we will continue teaching, serving and coaching our clients to success.
Background, Education & Training
- Bachelor of Science, Texas A & I University
- Distinguished Military Graduate Texas A & I University 1974
- Completed service as a career commissioned officer in the U. S. Army 1994
- Over 20 years as a Financial Consultant focusing on investment planning and goal oriented portfolio management.
Significant Life Experience
- Married to Carol Evans for over 42 years
- Father to two kids and Grandfather to six
- Seven and half years living abroad in four different countries
- Licensed Airline Transport Pilot
- Follower of Christ Jesus since 1986