Advisor profile

My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Employee Stock Options
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Family Finances
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Saving for Education
  • Small Business
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • Certified Financial Planner®
  • Chartered Retirement Planning Counselor®
  • APMA® Accredited Portfolio Management Advisor℠


  • Bachelor of Science, University of Texas at Austin, 2000


  • I enjoy music, movies, travel, and spending time with my wife and 2 daughters.

Awards & recognition

  • D Magazine Best Financial Planner, 2010-2017
  • Five Star Wealth Manager, 2014-2018