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
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Sustainable and Responsible Investing
  • Retirement Plan Distribution
  • Investments
  • Estate Planning Strategies
  • Tax Planning Strategies

Qualifications

  • FINRA Series 7 FINRA Series 63 AR Insurance 1097658 CA Insurance 0E88848

Education

  • University of North Texas. Bachelor in Science, Finance 1986-1990

Awards & recognition

  • Ameriprise Circle of Success, 2021

Previous experience

  • Senior Vice President, Financial Advisor, Morgan Stanley, Dallas, TX, 2009-2020
  • Senior Vice President, UBS Financial Services, Dallas, TX, 1998-2009
  • Financial Advisor, Merrill Lynch, Dallas, TX, 1992-1998
  • Financial Advisor, Thomas James Associates Inc, Dallas TX, 1992-1992

Honored to be recognized in Forbes

I’m excited to share that Aisiri Wealth Advisors has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.

Community participation

My team participated in the Ameriprise National Day of Service at the Plano Community Garden on November 4, 2021.

Interests

Spending Time with Family

Charity Work

Outdoor Activities

Organic Farming

Traveling