My Approach

What are your dreams and goals for retirement? I can help you achieve them with our exclusive Confident Retirement® approach. It all starts with a personalized conversation, where we'll discuss retirement needs - covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. By breaking retirement down into doable steps, we can help take the uncertainty out of planning for your financial future.

Take a few minutes now for a quick confidence check. Your responses can help jumpstart our conversation.

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Community Participation

  • West Point Society of Greater Houston

Areas of Focus

  • Retirement Planning Strategies
  • Small Business
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Charitable Giving
  • Investments

Experience

22

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2012-2014
  • Ameriprise Circle of Success, 2013

Qualifications

  • Bachelor of Science, 1987 - U.S. Military Academy at West Point
  • Series 7 Licensed: General Securities Registered Representative - National Association of Securities Dealers (Securities, Mutual Funds and Limited Partnerships)
  • Series 63 Licensed: Uniform Securities Agent State Law Exam (USASLE) - Texas Securities Commission
  • Group I - Texas Insurance Licensed (Life, Health and Variable Annuity Contracts)
  • CRPC®  Chartered Retirement Planning CounselorSM
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Education

  • Bachelor of Science, Computer Science, U.S. Military Academy, West Point, N.Y

Professional Associations

  • Planned Giving Council of Houston
  • Partnership for Philanthropic Planning

My Videos

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