Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
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

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.