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

Areas of focus

  • Investment Management
  • Retirement Plan Distribution
  • Retirement Income Strategies


  • Master of Business Administration - Finance, Angelo State University, San Angelo, TX
  • Bachelor of Finance, Angelo State University, San Angelo, TX

Previous experience

  • Financial Advisor, LPL Financial LLC, San Angelo, TX, 2018-2023
  • Financial Advisor, Raymond James Financial Services Advisors, Inc., San Angelo, TX, 2013-2018

Community participation

Board Member - The Pregnancy Help Center of the Concho Valley


Hunting and most outdoor activitiesSpending time with my family