Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Family Finances
  • Retirement Income Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Charitable Giving
  • Small Business

Qualifications

  • B.B.A. from Southwest Texas State University
  • BFA-Business Financial Advisor Certification
  • Series 7 License
  • Series 66 License
  • Group 1 License

Professional associations

  • Austin Chamber of Commerce

Community participation

  • St. Mary's Church Member
  • Meals on Wheels
  • Appalachian Service Project

Interests

  • Travel and Making New Memories
  • Skiing
  • Houston Sports Fan
  • Spending Quality Time With My Kids