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.

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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


  • AIF® Accredited Investment Fiduciary®
  • CMFA® Certified Military Financial Advisor®
  • APMA™ Accredited Portfolio Management Advisor™


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

Awards & recognition

  • Ameriprise Chairman's Award for Excellence Finalist, 2022

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


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