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
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Cash Flow Management Strategies
  • Sustainable and Responsible Investing
  • Retirement Income Strategies
  • Retirement Planning Strategies

Qualifications

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

Education

  • Bachelor of Science, Economics, Texas A&M University, College Station TX
  • Minor, Business Administration, Texas A&M University Mays School of Business, College Station TX

Awards & recognition

  • Ameriprise Circle of Success, 2023 & 2024
  • Ameriprise Ultimate Digital Excellence Award, 2024

Previous experience

  • BBVA SECURITIES INC, 05/16/2013 - 07/14/2021
  • BBVA COMPASS INVESTMENT SOLUTIONS INC, 02/09/2010 - 05/16/2013
  • GUARANTY BROKERAGE SERVICES INC, 12/19/2003-12/23/2009