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
14
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
  • Cash Flow Management Strategies
  • Christian Financial Strategies
  • Intergenerational Planning
  • Family Finances
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Insurance
  • Investments

Qualifications

  • Series 7 License
  • Series 6 License
  • Series 65 License
  • Series 63 License
  • Life Insurance License

Education

  • MBA, LeTourneau University, Longview, TX
  • BS, Business Administration, LeTourneau University, Longview, TX
  • MA, Cross-Cultural Ministry, Dallas Theological Seminary, Dallas, TX

Previous experience

  • TIAA - Sr Wealth Management Client Relationship Consultant, 2011-2020
  • Prudential Financial - Financial Consultant, 2010-2011