Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Saving for Education
  • Small Business
  • Family Finances
  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Domestic Partner Planning
  • Retirement Income Strategies
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Texas Tech University, B.B.A., Marketing

Interests

Spending time with my wife and family are my joy and number one priority. We stay busy following our kids to their various activities. If I get free time, I'm usually at a baseball game or on the golf course. I am a deacon and enjoy serving at my church, the Canadian Church of Christ.

Community participation

Deacon at the Canadian Church of Christ

Canadian Lion's Club

Senior Softball League