Trip has worked in financial services for over 33 years and he knows that preparing for that next step in life isn’t always easy. As an Independent Financial Advisor, Trip’s combination of experience, professionalism and access to a wide variety of products and services can help you in the following areas:
- Financial and Retirement Planning,
- Estate Strategies,
- Insurance Review,
- Investment Analysis.
He has a broad range of experience over the years, from managing trust assets totaling over $400 million in assets under management (AUM), to managing a fixed income portfolio totaling $700 million in AUM, to helping structure taxable and tax-exempt debt amounting to $1 billion and working with financial advisors to position approximately $800 million in investments for their clients.
Trip obtained his Bachelor of Business Administration Degree in Finance from the University of Texas in 1982. While at the University of Texas, Trip was a member of the 1979-1982 Baseball team. He has a Certified Fund Specialist designation through the Institute of Business and Finance in La Jolla, California.
Whether your goals include preparing for milestone life events like college for your children or retirement, or simply needing an answer to a financial question, Trip will provide you with a new level of attention, insight and capability.
Trip resides in Dallas with his wife Liz. They have three adult children that live in the immediate area. He is an active member of St. Andrews United Methodist Church. When not helping clients, Trip enjoys all outdoor activities including biking, hiking, golf and tennis.