Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Investments
  • Retirement Income Strategies
  • Saving for Education
  • Social Security Retirement Benefits
  • Charitable Giving
  • Business Retirement Plans
  • Retirement Planning Strategies
  • Estate Planning Strategies

Education

  • B.A. Business/Finance from Texas Tech University 1999

Previous experience

  • VP Finance/Operations Co-Owner GoPickle, March 2005- January 2008
  • Finance Team Leader Foxwood Group, Inc., November 2008-June 2010
  • GoPickle Signage, LLC., 2007- December 2010
  • Financial Advisor Wells Fargo, December 2010- September 2012
  • ProEquities, September 2012- September 2014

Community participation

Influencers global ministry - Men's ministry involved with discipleship. I assist with coordination of weekly and annual events.

Fellowship Bible Church Member.

Interests

Personal Finance

Family time

Outdoor Activities