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

  • Investment Management
  • Intergenerational Planning
  • Social Security Retirement Benefits
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • Series 7 - General Securities Representative
  • Series 63 - Uniform Securities Agent State Law
  • Series 65 - Uniform Investment Advisor Law
  • Texas Insurance Agent - Life & Health


  • Florida Institute of Technology - Masters in Business Administration: Finance - 2014
  • University of Texas at Austin - Bachelor of Liberal Arts: Political Science & Economics - 2009

Professional associations

  • Texas Young Professionals

Previous experience

  • Private Client Associate, Alliance Bernstein, 2014-2016
  • Financial Associate, Ameriprise, 2011-2014
  • Manager, Pappasito's Cantina, 2011-2012
  • Bank Teller, Wells Fargo, 2009-2010