PROFESSIONAL
- He leads the Institutional Investments team at Manske Wealth Management where he works directly with the owners of closely held businesses offering guidance on their qualified retirement plans and the asset management of corporate working capital accounts
- He also leads Manske Wealth’s efforts to provide individualized guidance to boards and finance committees tasked with the handling of an endowment or charitable fund
- Named Five Star Wealth Manager by Texas Monthly Magazine in 2018, 2019, 2020, 2021, & 2022
- Recognized for being 1 of 14 Advisors in Texas named Five Star Wealth Manager for 4 consecutive years
- Featured in Forbes in August 2018 – “The Retirement Planning Challenges In Age-Gap Relationships”
- Published in Reader’s Digest in July 2018 – “Retirement Mistakes That Will Ruin Your Retirement”
- Awarded 2018 Business Networking International Member of Excellence
- Published in Blerrp in March 2018 – “20 Networking Tips to Help You Make Valuable Business Connections”
- Featured in Advisor News in September 2017 – “Should Advisors Bite on Bitcoin?”
- Quoted in Reader’s Digest in July 2017 – “15 Money Management Tips Every Recent Grad Should Memorize”
- Published in U.S. News & World Report in November 2016 – “5 Ways to Cut 401(k) Fees Down to Size”
- Completed Rice University’s CFP® Certification Education Program
- Currently in good standing with the board as a CERTIFIED FINANCIAL PLANNER™
- Serves as a CFP Board Mentor offering advice and support to aspiring CFP® professionals
- Earned Chartered Retirement Planning Counselor (CRPC®) designation via College for Financial Planning
- Achieved Certified Funds Specialist (CFS®) designation via Institute of Business & Finance
PERSONAL
- He loves traveling, cooking, hunting and fishing
- Founder of Executive Anglers Association where anglers and professionals alike can network and collaborate with other successful members of the community who also share a passion for fishing
- Nominated for The Leukemia & Lymphoma Society 2021 Man of the Year
- Enjoys volunteering at the Houston Food Bank
- Founding member of The Red Drum Bums saltwater fishing tournament team
- Helped raise money for wounded veterans through TX Coastal Fishers of Men’s Annual Fish & Fellowship Tournament
- Graduated from the University of Houston with a Bachelor’s Degree of Business Administration in Finance
- Lifelong Houstonian with a soft spot for Colorado
ODD FACTS
- Someday he hopes to compete in the World Competition BBQ Circuit
- Has taught a Chuckwagon Cooking Class at Camp Allen’s Summer Camp for Moms in Navasota, TX
- Ask him about his elk hunt in Colorado where he packed 25 miles into the Weminuche Wilderness on “muleback” and camped on the Continental Divide
- Has won several 1st and 2nd place belt buckles competing in the Houston Livestock Show and Rodeo
- He has a 160lb South African Mastiff named Odin
- Ask him about his Houston Restaurant Bucket List