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

  • 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

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.

Community participation

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