Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
3
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Insurance
  • Charitable Giving Strategies
  • Saving for Education

Education

  • Bachelors of Science in Financial Planning at Texas Tech University

Previous experience

  • Financial Analyst, Goldman Sachs Ayco, Irving, TX, 2023-2025

Community participation

I’m actively involved in community service, with a special focus on supporting children with special needs. This cause is deeply personal to me, as I have two younger brothers with special needs who continue to inspire my commitment to advocacy, inclusion, and creating meaningful opportunities for others. I have participated in the following organizations.

Interests

Outside of work, I enjoy staying active and engaged through sports, reading, traveling, and working out. I value quality time with family and friends and believe that meaningful relationships and new experiences enrich both personal and professional life.

My photos

1 albums
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