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.

Get started
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Family Finances

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • BS Business Management - US Coast Guard Academy 1996
  • MBA (Strategic Planning Focus) - Oklahoma City University 2001
  • High School Diploma, Jesuit High School, Sacramento, CA 1992

Awards & recognition

  • Five Star Wealth Manager, 2013-2015

Previous experience

  • Commander, US Coast Guard Reserves, 1996 - 2021

Interests

Austin US Military Academies Alumni Networking club
Member of Redeemer Lutheran, Austin. Facilitator Dave Ramsey's Financial Peace University.
Member of : Austin REINC (Real Estate Investors Networking Club) and Austin Apartment Investors Meet-Up
Enthusiast of Mid Century Modern Design and Architecture, and Texas Tikiphile (Vintage Tiki culture and cocktails)
Member: Texas Tri-Five Chevy Club, Austin Chapter.
Ambassador: Lambretta Club USA