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

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

  • 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

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

Awards & recognition

  • Five Star Wealth Manager, 2013-2015

Previous experience

  • Commander, US Coast Guard Reserves, 1996 - 2021