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
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Saving for Education

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Education

  • BS, University of Tampa, 1992, Criminal Justice

Awards & recognition

  • Pennington Wealth Management, Forbes Top Wealth Management Teams: High Net Worth, 2022
  • Pennington Wealth Management, Houston Business Journal Largest Houston-Area Money Management Firms, 2010-2022
  • Five Star Wealth Manager, 2022

Community participation

My wife and I actively support the following local philanthropic organizations:

  • Child Advocates
  • The Women's Home
  • Houston Achievement Place

My staff and I support and volunteer over 250 man hours annually to several local charities including:

  • Kid's Meals
  • BEAResource for CPS Kids, Houston
  • myLIFEspeaks

Interests

I am originally from Tampa, FL, but I have lived in Houston since 1992.

I have been happily married to my wife Marlene for 20 years.

We have two sons who keep us very busy, Christian (16) and Lucas (12).

I spend most of my free time with my family and coach both of my sons' sports teams.