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

Areas of focus

  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Retirement Plan Distribution
  • Tax Planning Strategies
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.




  • BA/BS University of North Texas 1981


IRONMAN Triathlon

Long Distance Running

Cycling Events

Antique Cars

Community participation

Fort Worth Chamber of Commerce

Habitat For Humanity Volunteer

Awards & recognition

  • Ameriprise Circle of Success, 2011, 2014

Previous experience

  • Southwest Securities, Inc. (Dallas, TX), 2009-2011
  • Morgan Stanley Smith Barney (Fort Worth, TX), 2009
  • Citigroup Global Markets Inc. (Fort Worth, TX), 1993-2009
  • Lehman Brothers Inc. (New York, NY), 1986-1993