Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Investment Management
  • Business Retirement Plans

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CPA Certified Public Accountant
  • PFS Personal Financial Specialist
  • PFS Personal Financial Specialist

Education

  • BBA, Accounting, Texas A&M University

Professional associations

  • AICPA Member

Previous experience

  • Financial Advisor - LPL Financial - Houston Texas, 1998 - 2014
  • Shareholder - PKF Texas - Houston, Texas, 1994-2004
  • Director Tax Services - Mir, Fox & Rodriguez - Houston, Texas, 1991-1994
  • Tax Department Partner -Ernst & Young - Houston, Texas, 1989-1991

Community participation

River Pointe Church Advisory Board

Sugar Land Girls Softball Association - Former Board Member and President

Child Care Council of Greater Houston - Former Board Member and President

Leadership Houston - Class VII