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
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Wealth Preservation Strategies

Education

  • Sam Houston State University, 1989-1991, Bachelor's in Business Administration
  • University of St. Thomas, 1997-2000, MBA Finance

Awards & recognition

  • Ameriprise Client Experience Award, 2023

Previous experience

  • Financial Advisor, Merrill Lynch, 2013-2022, Houston TX
  • Financial Advisor, Wells Fargo Advisors, 2009-2013, Cypress TX
  • Investment Advisor, Bank of America Investment Services, 2004-2009, Houston Texas

Community participation

Member of Prince of Peace Church in Houston

Interests

  • Camping
  • Houston Astros
  • Golf
  • Biking

My photos

1 albums
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