Dallas Financial Advisors® was established in 2004 after deciding that I can more effectively put my experience to better use through the Independent Advisor platform.
My career started in 1997 at Josephthal and Company after graduating from Texas Tech University with a dual major of Mathematics and Psychology. Shortly after I moved to Dain Rauscher, now RBC Dain Rauscher, so that I could further my training, during which I also acquired my Masters in Business Admiration (MBA) with a focus on Family Finance from the University of Dallas.
In 2004, after a great working experience with RBC Dain Rauscher, I decided I could better help my clients financial/investment challenges through the independent advisory channel of LPL Financial. I do this by using a total wealth management approach. Each area of investing is crucial, but managing them collectively is one of the most important factors in overall financial success.
After a brief lull in 2023, buyback activity appears to be back this year. A resilient U.S. economy, easing inflation pressures, and expectations for an eventual shift to interest rate cuts have given corporate America confidence to boost authorized share repurchases. These companies have a history of outperforming the broader market and tend to have more exposure to momentum, value, and growth factors. While buybacks also reduce share count and help support earnings growth and valuations, they can also help limit downside volatility during periods of selling pressure.
7616 Lyndon B Johnson Fwy, Suite 724
Dallas, TX 75251