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

  • Family Finances
  • Investments
  • Retirement Income Strategies
  • Saving for Education
  • Social Security Retirement Benefits
  • Charitable Giving
  • Business Retirement Plans
  • Retirement Planning Strategies
  • Estate Planning Strategies
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

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

Interests

Personal Finance

Family time

Outdoor Activities

Community participation

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

Fellowship Bible Church Member.

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