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

Areas of focus

  • Retirement Planning Strategies
  • Small Business


  • CPA Certified Public Accountant
  • Mastes of Business Administration
  • Certified Public Accountant

Community participation

  • President Flower Mound Rotary 2006-2007
  • Vice President Flower Mound Rotary 2005-2006
  • Cross Timbers Chair Flower Mound Rotary 2005-2006
  • Internarional Chair 2003 to 2004 Flower Mound Rotary
  • Interact Chair 2001 to 2003 Flower Mound Rotary