Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Women's Financial Strategies

Education

  • Abilene Christian University-BBA In Accounting

Awards & recognition

  • Five Star Wealth Manager, 2012, 2013

Previous experience

  • Merrill Lynch, 1998-1999
  • UBS Financial Services Inc., 1999-2003
  • Merrill Lynch, 2003-2009

Community participation

  • Member Sugar Land Rotary Club 2001-present, Past President 2008-2009
  • Partner with the Exchange Club of Sugar Land on "Santa's Exchange" a program providing Christmas presents to over 3,000 underprivleged children in Fort Bend County
  • Volunteer little league umpire for over 25 years, Soccer Referree

Interests

I love spending time with my family.  I have four children and have been married to my high school sweetheart for almost 24 years.  I love to fish, especially saltwater wade fishing along the Gulf Coast.  I also really love any sport (baseball is my favorite) and really enjoy playing golf in my "spare time".  However, I get the most enjoyment out of watching my kids play soccer and baseball.

My photos

1 albums
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