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
  • Investments
  • Small Business
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution


  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 66 - Uniform Combined State Law Examination


  • Bachelor of Science, Marketing and Finance, University of Tennessee, Knoxville, TN

Awards & recognition

  • Ameriprise Client Experience Award, 2022, 2023

Previous experience

  • Financial Advisor, Morgan Stanley, 2012-2021
  • Financial Advisor, RBC Capital Markets, LLC, 1999-2012
  • Financial Advisor, Bear, Stearns & CO. Inc, 1991-1999
  • Financial Advisor, Smith Barney, 1983-1991

Community participation

  • Past President, Dallas Safari Club
  • Past Chairman, Outdoor Tomorrow Foundation
  • Past Planning and Zoning Chairman, Garland Texas Board of Commissions
  • Member, First Baptist Church, Dallas, TX


In my free time, I enjoy travel, hunting, fishing and water sports.