Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • B.S. - Chemistry, Texas Lutheran University, 2013

Awards & recognition

  • Forbes Best-in-State Next-Generation Wealth Advisors, 2022-2023
  • Wilson Wealth Advisors, Ameriprise Client Experience Award, 2020 - 2023
  • Wilson Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2024

Community participation

Bay Area Turning Point 2022
Bay Area Turning Point 2022

Our practice volunteers alongside our clients annually with Bay Area Turning Point and Toys for Tots. My family is also active in church activities at OneLife Church in Webster.

Interests

  • Baseball - Touring all 30 MLB stadiums throughout the U.S.
  • Golf - Both playing and watching.
  • Spending time with my family outdoors.