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
40
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Employee Stock Options
  • Saving for Education
  • Tax Planning Strategies
  • Family Finances
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Insurance

Qualifications

  • Series 7, 63, 65 and Life & Health Insurance licensed.

Education

  • BA, LeTourneau University, Longview, Tx. 1974
  • M DIV, Southwestern Baptist Theological Seminary, Ft. Worth, Tx. 1976

Previous experience

  • Financial Advisor, RBC Capital Markets, Houston, TX, 2005-2011
  • Financial Advisor, UBS Financial, Houston, TX, 2000-2005
  • Financial Advisor, J C Bradford, Houston, TX, 1998-2000
  • Financial Advisor, Principal Financial, Houston, TX, 1990-1998
  • Financial Advisor, Dean Witter Reynolds, Houston, TX, 1988-1990

Community participation

I am an active participant with my local church in all events.

Interests

I enjoy spending time helping with charity work, with my church and in my community. I volunteer for and am active in Samaritan's Purse charity. I enjoy playing golf and traveling.