I’m the youngest of three brothers, and we grew up all over the great state of Texas, including Amarillo to Laredo and most points in between. In my later teen years, we moved from Texas to a little city outside of Shreveport, Louisiana. It was there that I finished high school and attended college. It was also during this time I fell hard for a blonde-haired girl named Karen. Twenty plus years later we have 3 children and two dogs.
My Professional Life
I’ve been helping people with money-related stuff for a quite some time. I’ve been a practicing financial planner for the last 16 years. The first 8 years were spent in a big brand name firm. Since 2010, I’ve been at my own firm Carroll Investment Management. To share what I’ve learned with even more folks, I run the Social Security Intelligence blog and co-host the Big Picture Retirement podcast.
In 2016, Karen left her job as a registered nurse to join me full time in our business. She’s a brilliant business manager and will likely be the first one you talk to when you call.
Away From The Office
When I’m not working, I try to lead an uncomplicated life. I love spending time outside, especially with my family. I’ve grown a garden or two, and look for the slightest excuse to get on my tractor. On most Sundays, you can find us at the 11:00 service at Church on The Rock. Let me know if you’re coming, I’ll save you a seat.
My Ultimate Goal
My hope is that something I write, say or share can help reduce my reader’s stress and let them turn their focus to the things that really matter – family, friends & health.
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