Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.
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28+ years Marketing experience
28+ years Financial Services Industry experience
8+ years Accounting Services Industry experience
30+ years of Administrative experience
20+ years of HR experience
20+ years of Accounting experience
BBA Finance from University of Texas at Tyler
Holds SIE and Series 7
40+ years of experience in media advertising including television, radio, newspaper and magazine.
10+ years of experience in digital and social media advertising and marketing.
7+ years Client Service experience
Current student at Texas A&M University-Corpus Christi
BBA Finance - Expected Graduation May 2026
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