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My Approach

Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids or other needs, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I'll take the time to listen to you and understand your goals and dreams. I'll help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. Together, we can bring your dreams more within reach.

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Community Participation

Actively serving the State of Texas as a Non Commissioned Officer in the 1st Civil Affairs Regiment Quick Reaction Team of the Texas State Guard.

Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Insurance
  • Retirement Planning Strategies
  • Small Business
  • Investments
  • Education Planning
  • Saving for Education

Experience

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
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Education

  • Bachelor of Arts in Political Science, California State Univ Long Beach, 1991
  • College for Financial Planning, Denver CO, 1993

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