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
37
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
  • Retirement Planning Strategies
  • Investments

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7
  • Series 31
  • Series 63

Education

  • BS Bachelor of Science, Education, Washington State University, Pullman WA

Awards & recognition

  • FIVE STAR Wealth Manager, 2016, 2017, 2018

Professional associations

  • Cedar Park Select Basketball Advisory Board Member

Honored to be recognized in Forbes

All of us at Legacy 29 Wealth Advisors are honored to share that our team was included on the 2023 Forbes Best-in-State Wealth Management Teams list. This list recognizes advisory teams who excel at helping clients achieve their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.

Community participation

  • Board Member of the CPC Boy's Select Basketball program.
  • 8th Grade Boys Basketball Coach for Cedar Park Middle School and CPC select program.

Interests

  • I enjoy coaching boys basketball.
  • I love backpacking in my free time.
  • I enjoy working out, and staying fit is one of my passions.
  • Spending quality time with my family is important.