Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Sustainable and Responsible Investing
  • Family Finances
  • Tax Planning Strategies

Qualifications

  • Series 7 General Securities Representative License
    FINRA
  • Series 66 Uniformed Combined State Law
    NASAA
  • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
    TDI
  • Life Insurance Agent
    Texas Department of Insurance

Education

  • Southwestern Christian University- Bachelor's, Business Administration
  • New Mexico Military Institute- Associate of Arts, Business Administration

Interests

  • Spending time with family
  • Watching sports
  • Attending church
  • Spending time with friends

Community participation

"I volunteer with my wife monthly at a local church to help families in our community. I became involved with this organization because I believe everyone should have the opportunity for positive transformation."

  • Elevate Life Church-Kid's Program

Previous experience

  • Legacy Church, Associate Pastor, 2011-2020