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
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Insurance
  • Retirement Income Strategies
  • Saving for Education
  • Retirement Planning Strategies

Qualifications

  • BFA™ Behavioral Financial Advisor
  • APMA™ Accredited Portfolio Management Advisor™

Awards & recognition

  • Milestone Partners, Ameriprise Client Experience Award, 2022

Previous experience

  • Financial Advisor, VALIC Financial Advisors INC, Plano, TX, 2013-2022
  • Regional Investment Consultant, Fidelity Investments Institutional Services Company INC, Westlake TX, 2008-2011
  • Licensed Personal Banker, Chase Investment Services Corp, Keller, TX, 2005-2008