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

  • Retirement Income Strategies
  • Insurance
  • Wealth Preservation Strategies
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • B.S. in Chemistry, Texas Lutheran University, Seguin, TX, 1985
  • M.B.A., Our Lady of the Lake University, San Antonio, TX, 1995

Interests

  • Revels in freshwater and saltwater fishing
  • Values new experiences, especially learning more about fly fishing