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
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies

Education

  • B.A. University of Tennessee

Awards & recognition

  • Five Star Wealth Manager, 2017-2021

Professional associations

  • Univ. of Tennessee Alumni

Interests

I occasionally renovate older homes and I have finished about a dozen in the Austin area.

I love to travel to new places especially in Europe to see the art, architecture and the history there.

We primarily stick to the small ancient towns.

My last trip was to Brittany which was ancient and lovely.