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

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Retirement Plan Distribution
  • Saving for Education
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Graduate of The University Of Kentucky, Bachelor of Business Administration

Education

  • B.A. in Business Administration, University of Kentucky, Lexington, Kentucky

Interests

  • Golf, Hiking, Tennis, Gardening, and The Outdoors

Community participation

Member of the Houston Chapter of the University of Kentucky Alumni Association.

Member of St. Cuthbert Episcopal Church

Awards & recognition

  • Five Star Wealth Manager, 2012-2021

Professional associations

  • Financial Advisor Network