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
23
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
  • Saving for Education

Education

  • Masters of Public Administration, Webster University, 1992-1993
  • Bachelor of Arts, Trinity University, 1975-1979 Major: Education

Professional associations

  • Webster University Alumni
  • Trinity University Alumni

Previous experience

  • Stifel: Senior Vice President/Investments, Branch Manager, Padron Financial Group, 2009 - 2020
  • Wells Fargo Advisors, 2008 - 2009
  • A.G. Edwards: Senior Vice President/Branch Manager, 2006 - 2008
  • Morgan Stanley: Vice President/Branch Manager, 1999 - 2006

Community participation

Juvenile Diabetes Research Foundation (JDFR) - past president & board member - Fort Worth Chapter

Member of Gateway Church

Interests

  • Veterans affairs, I am a retired military officer
  • Golf, sports in general!