My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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38
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
  • Investment Management
  • Tax Planning Strategies

Previous experience

  • Financial Advisor, Wells Fargo Advisors, LLC, Beaumont, TX, 2004-2016
  • Financial Advisor, Washington Mutual, The Woodlands, TX, 2001-2004
  • Agent/Financial Advisor, The Guardian Life Ins. Co./Park Avenue Securities, Beaumont, TX, 1997-2001
  • Agent/Financial Advisor, Mutual of New York/MONY, Beaumont, TX, 1994-1997
  • Soldier, United States Marine Corps, 1980-1987

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Interests

My main interests surround family and friends. I like to spend time with my children and grandchildren. My other interests include traveling, golfing, fishing and staying physically active.

My photos

4 albums
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