Turtle Creek 

Areas of Focus

Wealth Management & Trust

Profile

• Provides the strategic vision for wealth management in Austin, Dallas and Lubbock
• Oversees product development, marketing and financial management
• Leads a team of 14 wealth management advisors and employees
• Manages book of business with clients across Texas
• Provides investment, banking, trust and financial planning expertise to clients
• Ensures compliance with federal regulations and internal policies
• Promoted to president of wealth management in 2001
• Joined PlainsCapital Bank in 1983 as vice president
• Over 35 years in wealth management and trust services

Education

• B.B.A. in General Business, Texas Tech University
• Texas Bankers Association Texas School of Trust Banking

Current Affiliations

• Endowment Board for the Girl Scouts of Northeast Texas, chairman
• Dallas Estate Planning Council, member 

Past Affiliations

• Participated on several committees for the Trust & Financial Services Division of the Texas Bankers Association
• Lubbock Convention and Visitors Bureau, former chairman
• March of Dimes, former chairman
• Methodist Hospital Foundation
• United Way
• Leadership Lubbock
• Lubbock Arts Festival