My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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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.