Calvin is a seasoned wealth planning professional with more than 30 years of experience helping clients plan confidently for their financial futures. He brings energy and purpose to his work, encouraging clients to “dream bigger than they think possible” while providing the structure, guidance, and clarity to help turn those goals into reality.
Calvin began his financial services career in 1995 with SunAmerica Securities in Austin, Texas. In 2001, he transitioned his practice to LPL Financial, where he has continued to serve clients ever since. His primary focus is retirement planning and investment management, working closely with clients to develop thoughtful strategies that support a smooth and confident transition into retirement. For Calvin, comprehensive financial planning starts with strong relationships—by taking care of clients first, everything else tends to fall into place.
Calvin lives in Austin with his wife, Donna, and is a proud Texas A&M graduate and long-time Aggie football season ticket holder. Calvin and Donna have a daughter, Callie, who earned her master’s degree in accounting from Texas A&M University and is a CPA working in Audit with PwC in Dallas. Outside of work, Calvin enjoys traveling—especially to Disney and Destin—playing golf, listening to classic ’50s and ’60s oldies music, and staying active in the community through his involvement with Children at Heart Ministries and First Baptist Church in Round Rock.