Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies


  • ChFC® Chartered Financial Consultant®


  • M.B.A., 1995, Finance, George Mason University
  • B.A., 1992, Accounting, Texas Lutheran College

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2016, 2018 - 2022

Community participation

My family and I are active in our church community.

As parents of two young children, my wife and I are active in and support our children's school programs.


  • Spending time with my wife Julie, daughter Sophie, and son Charlie.
  • Sports, especially coaching youth soccer and basketball.
  • Home renovation projects
  • Travel