Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Wealth Preservation Strategies
  • Investments

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • FINRA Series 7, FINRA Series 63 & 66

Education

  • Bachelor of Business Administration Finance, Texas Tech University

Previous experience

  • High Net Worth Relationship Manager, TD Ameritrade, 2009-2014
  • Financial Advisor, Wells Fargo, 2014-2022

Interests

-Family Oriented
-Enjoys playing Tennis on the weekends
-Loves to Read