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

  • Investments
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Insurance
  • Charitable Giving
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Family Finances
  • Cash Flow Management Strategies
  • Saving for Education
  • Domestic Partner Planning
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Accredited Asset Management Specialist ™
  • Chartered Retirement Planning Counselor ™
  • Series 7 - General Securities Representative
  • Series 66 - Investment Advisor Representative
  • Life and Health Insurance License

Education

  • Chemical Engineering, Moscow Univ of Chemical Engineering, 1972
  • Certification Education Program, CFP, Rice University, 2005

Interests

  • Involved in a wide range of activities outside of work I enjoy socializing with others who have similar interests. My love of music has led me to play the keyboard for two local rock bands at a variety of events in & around Houston. Likewise enjoying sports, I play ice hockey weekly with the Sugar Land Old Timers League. Other sports I participate in are tennis, fishing and hunting.
  • Adding to my skill w/graphics & web-site design, I love writing fiction & am currently working on a fourth book. My stories stem from a variety of genres (action, mystery, thriller, sci-fi) loosely united by an idea of producing movies on paper.

Community participation

Oil Kings Hockey Club

Professional associations

  • Moscow Institute of Chemical Engineering Alumni