Outrider Wealth & Financial Planning

Outrider Wealth & Financial Planning

We built Outrider Planning for those who still believe in freedom, ownership, and the power to create lasting wealth on their own terms. It’s simple—cookie-cutter plans don’t work for everyone. If you need your own trail to build and protect the lifestyle you want for your family, Outrider is your guide. The spirit of the West has always inspired us—pioneers, cattlemen, and entrepreneurs who carved their own paths in search of opportunity and legacy. That same drive led us to build independent lives—facing personal and systemic challenges in a world that’s increasingly resistant to those seeking financial freedom, personal sovereignty, and lasting legacy.

Through deep research and years of hands-on trial-and-error, we’ve uncovered strategies typically reserved for the ultra-wealthy—advanced legal frameworks, asset protection tools, and alternative investment paths rarely offered by traditional financial institutions or major brokerage firms. We came to realize there’s no single trail to building a lasting estate. But with the right guide, families can still protect what matters, grow their nest egg, and live life with intention. That’s what outriders did in the Old West—and it’s what we do today for those working to secure financial independence and sovereignty.

With over 25 years in financial services, I bring experience that spans Wall Street to the heartland. I’ve held financial licenses since 1996 and have worked with a wide range of clients—including small business owners, ranchers, professional athletes, C-suite executives, and real estate investors. My direct experience crosses industries like oil and gas, logistics, homebuilding, insurance, tech, and telecom, as well as institutions like banks and non-profits. I’ve also worked with employees across school systems, the medical profession, public service groups, and government and military units. I’ve advised clients in all 50 states and U.S. territories—from Alaska to Puerto Rico—including retirees, Texas relocators, first-time investors, accomplished traders, and even billion-dollar family offices.

I hold a bachelor’s degree in economics, a master’s in financial planning, and advanced credentials including the CFP® (Certified Financial Planner), MPAS® (Master Planner Advanced Studies), CRPS® (Chartered Retirement Plans Specialist), ABFP℠ (Accredited Behavioral Finance Professional), and APMA® (Accredited Portfolio Management Advisor). I’m also fully licensed across investment, insurance, and advisory disciplines. Over the years, I’ve developed specialties in areas most traditional firms avoid—like cryptocurrency, options income strategies, real estate exchanges, offshore planning, business structuring, and advanced retirement plans for entrepreneurs and executives. Whether you’re just getting started or optimizing a complex estate, I bring the tools and clarity to help you structure it right.

Navigating markets and uncovering financial solutions is more than a profession for me—it’s a form of treasure hunting I’ve loved for decades. I’d be doing this work even if the industry didn’t exist. Over time, I realized this wasn’t just a personal passion, but a unique skill set that could help others take control of their future. Outrider Planning was born out of that calling—to share what I’ve learned and help others secure the kind of retirement, lifestyle, and financial independence they’ve worked so hard to build.