Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Intergenerational Planning
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • University of North Texas, Bachelor of Business Administration Financial Services, 2005

Interests

Reading - I love reading all types of books. My favorite are mystery novels.

Running - I have run 3 half marathons since 2011.

Football - My college football teams are Texas Tech Red Raiders and Nebraska Cornhuskers. My professional teams are Denver Broncos and Houston Texans.

Baseball - My baseball teams are Texas Tech Red Raiders and Houston Astros.

Community participation

Animal Allies of Texas -

https://www.facebook.com/AnimalAlliesofTexas/

Children's Hospital -

https://www.childrens.com/

The Samaritan Inn -

http://saminn.org/