Advisor profile

We care about what’s important to you

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

  • Investment Management
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Insurance
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Investments
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • Series 7, 63


  • B.S. Mathematics, Sam Houston State University, Huntsville, Texas - 1969
  • M.A. Economics, University of Houston, Houston, Texas - 1975


Avid golfer. Once broke 80!

Community participation

Suicide Prevention Hotline Volunteer for 10 years.