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

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Investments
  • Estate Planning Strategies


  • Series 6, 7, 9 & 63


  • Bachelor of Business Administration, University of North Texas, 1989

Professional associations

  • University of North Texas Alumni

Previous experience

  • MORGAN STANLEY DW INC., 1997-2004


I'm blessed with a large family who all live in the Dallas area and enjoy spending time with them. I am very busy as a single Dad taking care of my girls, Tori (10) and Ellie (6).

I love to visit HomeDepot, Lowes, Calloways, & NorthHaven Gardens buying plants and flowers for the yard. I always have a number of home improvement projects going on.

I'd like to say I like playing golf, but in the last several years, haven't had much time to play. I play in several city basketball leagues and have a great group of guys that compete at high level.

I'm always in work mode, if not at the office, still reading and watching financial news.