Many people who plan to make a change in their lives lack the clarity of what comes next and begin to worry about how much money they can spend. Or maybe they are young and do not know where to place their hard-earned dollars. Gavin’s aim is to minimize those concerns, by designing custom retirement roadmaps and implementing thoughtful investment strategies so that his clients can focus on what matters most to them.
“Financial independence is the foundation to a fulfilling retirement.”
Working as an advocate and partner for his clients and having earned his CERTIFIED FINANCIAL PLANNER™ Professional designation, Gavin’s dedication lies with maintaining the highest level of fiduciary standards. With experience in handling complex planning situations and leading the financial planning process at Parkway, he can provide clarity for those desiring a well-crafted strategy while channeling hundreds of years of experience that the Parkway team has attained.
Outside of the office, Gavin enjoys spending time in the piney woods of East Texas and engaging with the community as a member of the Plano Metro Rotary Club. You might also find him at the racetrack! But he enjoys spending most of his time at home with his wonderful wife Katie, playing a round of pickleball.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks