My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


Get started
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Insurance
  • Retirement Plan Distribution

Education

  • BBA - Finance, Baylor University, 1982-1986

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2023-2024

Community participation

Active member at Second Baptist Church

Interests

I enjoy spending time with my family, especially with my grandchild and travelling.