Advisor profile

What you can expect when you work with me

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.

Get started
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Sustainable and Responsible Investing
  • Intergenerational Planning
  • Wealth Preservation Strategies

Education

  • BS in Finance & Management - American International College

Community participation

  • Board member of Northwest Bible Church's Men's Ministry
  • Goalie Coach for Dallas Junior Hockey Association

Interests

I'm originally from Dallas, Texas and developed a love for hockey when the Dallas Stars won the Stanley Cup in 1999. Hockey took me all across the United States where I lived with different families every year. After finishing a D1 college hockey career, I moved back to Texas to start a family of my own. I enjoy being active outdoors with friends, playing hockey, golf, attending sporting events, country music concerts, and rating restaurants based on their breakfast food and dog-friendliness.

My photos

1 albums
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