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
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
  • Cash Flow Management Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Insurance
  • Executive Compensation and Benefit Strategies
  • Business Retirement Plans
  • Retirement Planning Strategies
  • Investment Management
  • Small Business


  • Series 7 - General Securities Representative License
  • Series 65 - Uniform Investment Adviser Law License
  • Series 63 - Uniform Securities Agent State Law License
  • Series 6 - Investment Company Products/Variable Contracts Representative License
  • Series 24- General Securities Principal License


  • BBA, Finance, Texas State University, San Marcos, TX, 2002

Awards & recognition

  • Ameriprise Circle of Success, 2021

Previous experience

  • Regional Vice President, Hartford Funds, Houston, TX., 2005-2020
  • Internal Sales Consultant, Van Kampen Funds, Chicago, IL., 2004-2005
  • Financial Analyst, Van Kampen Funds, Houston, TX., 2002-2004


  • Spending time with my wife and our 4 little girls (London, Lilly, Lincoln, & Lawson)
  • Kids sports events (tennis, swim, & soccer)
  • Avid Golf & Tennis player
  • Bird Hunting & Spear Fishing
  • Bike Trails
  • Skiing
  • Exercise and Fitness
  • Travel & Adventure (Swam with Sharks & Ran with the Bulls)
  • Houston Professional Sports (Season Ticket Owner)
  • Live Music & Concerts
  • Archaeology
  • Art Galleries & Museums