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

  • Investments
  • Family Finances
  • Saving for Education
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Interests

I am originally from Ohio, but as they say in Texas, I got here as fast as I could. I grew up in Houston and love our city. I enjoy spending time with my wife of 15 years, Brianna, and our two children, Hayden who is 18 and Teagan who is 13. Faith and family are the most important things in my life. My family and I enjoy great movies, trying new restaurants, volunteering to give back to our community, and finding new parks and outdoor spaces in Houston to explore.

Community participation

My wife and I actively support the Big Brothers Big Sisters organization.
Our team supports several local charities throughout the year:

  • Agape Development
  • BEAResource for CPS Kids, Houston
  • Houston Food Bank
  • Big Brothers Big Sisters

Awards & recognition

  • Five Star Wealth Manager, 2022