Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Cash Flow Management Strategies
34
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

  • B.S., 1979, electrical engineering, Worcester Polytechnic Institute

Community participation

  • International Museum of Art and Science, 2006 - 2007 Board President
  • Rotary Club of McAllen South, 2007 President
  • South Texas Chapter American Red Cross, Past Board Member

Awards & recognition

  • Ameriprise Circle of Success, 2010