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
16
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
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Investments
  • Family Finances
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Estate Planning Strategies
  • Small Business

Qualifications

  • Series 7 & 66

Education

  • University of Texas at Austin-BA Psychology

Community participation

Houston Young Professionals

Participate in Race For the Cure and Autism Speaks Walk

Interests

Building unique investment portfolio

Houston Sports: Texans, Rockets and Astros

Playing Tennis, Golf and Racquet Ball