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 Planning Strategies
  • Small Business

Qualifications

  • 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