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
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
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Investment Management
  • Tax Planning Strategies
  • Saving for Education
  • Retirement Income Strategies
  • Charitable Giving
  • Insurance
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Small Business
  • Investments
  • Family Finances


  • FINRA Series 7 & 66 License
  • Life, Health, Variable Annuities License


  • Bachelor of Business Administration - Energy Commerce, 2012, Texas Tech University

Professional associations

  • Member of San Angelo Chamber of Commerce
  • Young Professionals of San Angelo

Community participation

  • Texas Tech Alumni Association - Concho Valley Chapter
  • Keep San Angelo Beautiful


  • Travel - One of my greatest passions, seeing the world and experiencing new cultures.
  • Photography - Amateur at best, but I love shooting landscapes and allows me to spend more time outside.
  • Alpine & Backcountry Skiing - I first skied at 5 and haven't looked back, I love nothing more than days spent skiing from first chair to last.
  • Rock Climbing & Mountaineering - I enjoy challenging myself and found rock climbing and mountaineering to be the perfect test to push me out of my comfort zone.
  • Hiking, Camping, and enjoying the outdoors.
  • Skydiving - a new hobby but one I can't get enough of!
  • Golfing - just trying to break 100...