Advisor profile


My approach

My mission at BridgeNorth Wealth Advisors is to create a bridge between a comfortable present and a more confident future through financial planning. I believe my values demonstrate my commitment to upholding professionalism and integrity while acting in my client’s best interests in the advice and services I provide to my treasured clients.

Areas of focus

  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Baylor University BBA - Financial Planning

Interests

Hunting and Fishing

Home Renovating/Remodeling

Auto Racing - SCCA-Solo

Community participation

University United Methodist Church

Member of Fredericksburg Chamber of Commerce

Member of Kerrville Chamber of Commerce

Awards & recognition

  • Five Star Wealth Manager, 2013, 2015, 2016, 2017 and 2018
  • Ameriprise Circle of Success, 2009, 2011, 2012, 2013, and 2019