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

  • Tax Planning Strategies
  • Small Business
  • Retirement Planning Strategies
  • Investment Management
  • Retirement Plan Distribution
  • Insurance


  • CPA Certified Public Accountant
  • Series 7
  • Series 63
  • Series 65


  • Texas Tech University - Rawls College of Business Master of Science, Accounting
  • Texas Tech University - Rawls College of Business Bachelor of Business Administration (BBA)

Awards & recognition

  • TruPurpose Advisors, Ameriprise Client Experience Award, 2021, 2022
  • Ameriprise Ultimate Digital Excellence Award, 2022


  • My faith and family are pillars in my life.
  • We enjoy traveling and playing sports.
  • Our favorites places to visit include the hill country of TX and the mountains of NM.
  • As a former college athlete, fitness and a healthy lifestyle are important to me.
  • I enjoy reading and learning new things.