Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Investments
11
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
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Texas A&M University
  • Bachelors in Finance and Management Information Systems

Interests

I enjoy spending time with my family, scuba diving, and participating in triathlons.

Community participation

I volunteer weekly at the Bay Area Turning Point sorting food donations to help families in our community. I became involved with this organization to introduce my daughter to volunteering and due to my police experiences with domestic violence and sexual assault.

  • Bay Area Turning Point