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
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Investment Management
  • Retirement Planning Strategies

Awards & recognition

  • Pennington Wealth Management, InvestmentNews, Best Places to Work for Financial Advisers, 2023 - 2024
  • Pennington Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023 - 2024
  • Pennington Wealth Management, Forbes Top Wealth Management Teams: High Net Worth, 2022 - 2023
  • Pennington Wealth Management, Houston Business Journal Largest Houston-Area Money Management Firms List, 2010 - 2022

Community participation

Our team makes time to go out and volunteer with non-profits in the Houston area at least four times each year! We're always looking for ways we can give back to the community, below you'll find a few organizations we work with frequently:

  • Agape Development
  • BEAResource
  • Kids' Meals

My photos

3 albums
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