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
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Insurance
  • Estate Planning Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • MPAS™ Master Planner Advanced Studies™
  • Series 7 - General Securities Representative
  • Series 66 - Uniform Combined State Law

Education

  • University of Phoenix, Master of Business Administration
  • Community College of the Air Force, Aviation Maintenance Technology

Awards & recognition

  • RoseStone Wealth Advisors, Ameriprise Client Experience Award, 2021-2023

Professional associations

  • Rockwall Area Chamber of Commerce

Previous experience

  • Edward Jones Investments, 2015 - 2019
  • Merrill Lynch Wealth Management, 2014 - 2015
  • United States Air Force, 2004 - 2014

Community participation

  • Finance Chair for the Texas Valor Project
  • Foundation Chair for the Rotary Club of Rockwall
  • Rockwall County Republican Men's Club

Interests

  • Study of the sacred scriptures
  • History
  • Hunting
  • Golf
  • Whisky & Cigars