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

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
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

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

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.

Community participation

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

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