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.

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

Areas of focus

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


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


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

Awards & recognition

  • Aisiri Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2024

Previous experience

  • Legacy Church, Associate Pastor, 2011-2020

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


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