Advisor profile


Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Investment Management
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Charitable Giving
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • BBA Banking and Finance - Delta State University
  • Graduate School of Banking - Southern Methodist University

Community participation

  • Board Member/Finance Chairman, Ronald McDonald House Charities of the Rio Grande Valley 2009-2015
  • Rotary Club of North Harlingen, 2002 President
  • Saint Alban's Episcopal School, Board Member 1992-1996

Awards & recognition

  • Five Star Wealth Manager, 2022

Professional associations

  • Financial Planning Association

Honored to receive recognition

I’m honored to announce I’ve received a 2022 Five Star Wealth Manager award. This award recognizes wealth management professionals who provide excellent service to their clients.
Many thanks to my colleagues for their continued support, my clients for placing their trust in me, and Five Star Professional for the recognition.