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
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
  • 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.