👋🏾Hi, I’m Preston. It’s a pleasure to meet you here. Your life deserves financial advice that’s grounded in clarity, confidence, and purpose, and that’s what I’ve built my life around delivering.
Wealth is both the strategy and the sense of money and meaning. It’s your unique identity and what you value most—𝗜𝘁’𝘀 𝗵𝗼𝘄 𝘆𝗼𝘂 𝘄𝗮𝗻𝘁 𝘁𝗼 𝗹𝗶𝘃𝗲 𝘆𝗼𝘂𝗿 𝘄𝗲𝗮𝗹𝘁𝗵, 𝘆𝗼𝘂𝗿 𝘄𝗮𝘆.
That’s why I help high-earning Gen X professionals, business owners, and oil & gas leaders align life and wealth through trusted, flat-fee advice.
As Founder of Concurrent Wealth Management, I’ve spent over two decades serving clients with a blend of comprehensive planning, tax strategy, equity compensation, and behavioral insight.
I bring academic depth (CFP®, Ph.D., professor), national recognition (CNBC Advisor Council, Investopedia Top 100), legacy (Texas Tech School of Financial Planning Distinguished Alumni), and real-life clarity to a process that’s often noisy and sales-driven.
𝘉𝘶𝘵 𝘩𝘦𝘳𝘦’𝘴 𝘸𝘩𝘢𝘵 𝘮𝘢𝘬𝘦𝘴 𝘪𝘵 𝘥𝘪𝘧𝘧𝘦𝘳𝘦𝘯𝘵.
I don’t just help you grow your money — 𝗜 𝗵𝗲𝗹𝗽 𝘆𝗼𝘂 𝗹𝗶𝘃𝗲 𝗯𝗲𝘁𝘁𝗲𝗿 𝘄𝗶𝘁𝗵 𝗶𝘁. That means honest conversations, real alignment, and planning that reflects your whole story while building custom financial strategies around what matters most to you.
I’m also the author of 𝘞𝘦𝘢𝘭𝘵𝘩 𝘪𝘯 𝘵𝘩𝘦 𝘒𝘦𝘺 𝘰𝘧 𝘓𝘪𝘧𝘦, host of the 𝗟𝗶𝗳𝗲 𝗠𝗼𝗻𝗲𝘆 𝗕𝗮𝗹𝗮𝗻𝗰𝗲® 𝗣𝗼𝗱𝗰𝗮𝘀𝘁, and a keynote speaker on wealth identity, values-based planning, and financial well-being. If you’ve seen me on CNBC, Yahoo! Finance, Kiplinger, Nasdaq, Investopedia, or in Forbes — welcome.
𝗥𝗲𝗮𝗱𝘆 𝘁𝗼 𝘀𝘁𝗼𝗽 𝘀𝘂𝗿𝘃𝗶𝘃𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝘄𝗲𝗮𝗹𝘁𝗵 𝗮𝗻𝗱 𝘀𝘁𝗮𝗿𝘁 𝗹𝗶𝘃𝗶𝗻𝗴 𝗶𝘁?
Let’s talk about what Life Money Balance® could look like for you.
Outside of the office, you’ll find me collecting vinyl, living fully with my wife and son, and 𝗽𝗿𝗮𝗰𝘁𝗶𝗰𝗶𝗻𝗴 𝘁𝗵𝗲 𝘀𝗮𝗺𝗲 𝗮𝗹𝗶𝗴𝗻𝗺𝗲𝗻𝘁 𝗜 𝗵𝗲𝗹𝗽 𝗼𝘁𝗵𝗲𝗿𝘀 𝗯𝘂𝗶𝗹𝗱—every single day.
Professional Designations
Accredited Financial Counselor (AFC)
CERTIFIED FINANCIAL PLANNER ®
Certified Financial Therapist (CFT)
Ph.D. in Personal Financial Planning
Affiliations
AFCPE
Association of African American Financial Advisors (AAAA)
CFP Board
Financial Planning Association
Financial Therapy Association
FinServ Foundation
Primary Location
11111 Katy Freeway, Suite 910, Houston, Texas, 77079
Book your 25-minute intro call—𝗻𝗼 𝗽𝗿𝗲𝘀𝘀𝘂𝗿𝗲, 𝗻𝗼 𝗰𝗼𝘀𝘁.
This is your opportunity to 𝗲𝘅𝗽𝗹𝗼𝗿𝗲 𝗵𝗼𝘄 𝗳𝗹𝗮𝘁-𝗳𝗲𝗲, 𝗳𝗶𝗱𝘂𝗰𝗶𝗮𝗿𝘆 𝗮𝗱𝘃𝗶𝗰𝗲 𝗰𝗮𝗻 𝗮𝗹𝗶𝗴𝗻 𝘆𝗼𝘂𝗿 𝗹𝗶𝗳𝗲, 𝘄𝗲𝗮𝗹𝘁𝗵, 𝗮𝗻𝗱 𝗽𝘂𝗿𝗽𝗼𝘀𝗲.
After booking, you’ll be prompted to answer a few quick questions so we can make the most of our time together.
We look forward to connecting.
Offers Investment Management
Yes
About Concurrent Wealth Management
Concurrent Wealth Management is a 𝗳𝗹𝗮𝘁-𝗳𝗲𝗲 𝗳𝗶𝗱𝘂𝗰𝗶𝗮𝗿𝘆 𝗳𝗶𝗿𝗺 helping high-income Gen X professionals, business owners, and oil & gas leaders align their wealth with their life.
Headquartered in 𝗛𝗼𝘂𝘀𝘁𝗼𝗻, 𝗧𝗲𝘅𝗮𝘀, we serve clients 𝗹𝗼𝗰𝗮𝗹𝗹𝘆 𝗮𝗻𝗱 𝗻𝗮𝘁𝗶𝗼𝗻𝘄𝗶𝗱𝗲 with 𝗶𝗻-𝗽𝗲𝗿𝘀𝗼𝗻 𝗮𝗻𝗱 𝘃𝗶𝗿𝘁𝘂𝗮𝗹 financial planning services.
Founded by 𝗗𝗿. 𝗣𝗿𝗲𝘀𝘁𝗼𝗻 𝗖𝗵𝗲𝗿𝗿𝘆, a Certified Financial Planner™, financial therapist, and nationally recognized advisor, our firm specializes in 𝘭𝘪𝘧𝘦𝘴𝘵𝘺𝘭𝘦 𝘱𝘭𝘢𝘯𝘯𝘪𝘯𝘨, 𝘳𝘦𝘵𝘪𝘳𝘦𝘮𝘦𝘯𝘵 𝘱𝘭𝘢𝘯𝘯𝘪𝘯𝘨, 𝘦𝘲𝘶𝘪𝘵𝘺 𝘤𝘰𝘮𝘱𝘦𝘯𝘴𝘢𝘵𝘪𝘰𝘯, 𝘵𝘢𝘹 𝘴𝘵𝘳𝘢𝘵𝘦𝘨𝘺, and 𝗽𝘂𝗿𝗽𝗼𝘀𝗲-𝗱𝗿𝗶𝘃𝗲𝗻 𝘄𝗲𝗮𝗹𝘁𝗵 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁.
𝗪𝗲 𝘀𝗲𝗿𝘃𝗲 𝗵𝗶𝗴𝗵-𝗶𝗻𝗰𝗼𝗺𝗲 𝗵𝗼𝘂𝘀𝗲𝗵𝗼𝗹𝗱𝘀 earning $250,000 𝘵𝘰 $10 𝘮𝘪𝘭𝘭𝘪𝘰𝘯+ who want 𝗰𝗹𝗮𝗿𝗶𝘁𝘆, 𝗰𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝗰𝗲, 𝗮𝗻𝗱 𝗰𝘂𝘀𝘁𝗼𝗺𝗶𝘇𝗲𝗱 𝗮𝗱𝘃𝗶𝗰𝗲, not one-size-fits-all plans or sales-driven recommendations.
You’ll get 𝗮 𝘁𝗲𝗮𝗺 𝘄𝗶𝘁𝗵 𝗼𝘃𝗲𝗿 𝟲𝟬 𝘆𝗲𝗮𝗿𝘀 𝗼𝗳 𝗰𝗼𝗺𝗯𝗶𝗻𝗲𝗱 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲, including PhDs, CFP® professionals, and a financial therapist, focused on 𝗵𝗲𝗹𝗽𝗶𝗻𝗴 𝘆𝗼𝘂 𝗯𝘂𝗶𝗹𝗱 𝘄𝗲𝗮𝗹𝘁𝗵 𝘄𝗶𝘁𝗵 𝗽𝘂𝗿𝗽𝗼𝘀𝗲 and peace of mind.
Whether you’re in your 𝗽𝗲𝗮𝗸 𝗲𝗮𝗿𝗻𝗶𝗻𝗴 𝘆𝗲𝗮𝗿𝘀 𝗼𝗿 𝗽𝗿𝗲𝗽𝗮𝗿𝗶𝗻𝗴 𝗳𝗼𝗿 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁, we’ll help you grow, protect, and align your wealth—now and through life’s transitions.
𝗬𝗼𝘂 𝗱𝗲𝘀𝗲𝗿𝘃𝗲 𝗿𝗲𝗮𝗹 𝗮𝗱𝘃𝗶𝗰𝗲 𝗳𝗼𝗿 𝘆𝗼𝘂𝗿 𝗿𝗲𝗮𝗹 𝗹𝗶𝗳𝗲. Let’s plan it. We help you live your wealth, your way.
Education
Texas Tech University |Ph.D., Personal Financial Planning | Prairie View A&M University, BBA, Finance
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