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 Planning Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Domestic Partner Planning
  • Investments
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • AAMS® Accredited Asset Management Specialist℠
  • Series 7 License
  • Series 63 License
  • Series 66 License

Interests

I enjoy traveling, relaxing to music and taking my wife of 31 years, Cindi, along with sons Bobby, Steven, Brian and Justin to Dallas Mavericks, Stars games and other events and concerts.

Community participation

Volunteer for Neuro Assistance Foundation to help people with spinal cord injuries.

Awards & recognition

  • Five Star Wealth Manager, 2015