Advisor profile


Build confidence in your financial future

Do you know where you stand across key financial areas? Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness and see how your financial confidence compares to others. Let’s talk about how I can help you set and reach your financial goals for today and tomorrow. To get started, request a complimentary initial consultation.

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12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Insurance
  • Saving for Education

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Education

  • B.A. Journalism-Advertising, University of North Texas, 2005

Previous experience

  • Financial Advisor, Edward Jones Investments, 2011-2018

Community participation

I participate in Oilfield Helping Hands, an organization devoted to helping families fallen on hard times.

I volunteer each year with the Houston Live Stock & Rodeo and serve as a Committeeman.

I volunteer with YMCA athletics.

I am an active member of my church, Saint Anne Catholic Community.

Interests

I am blessed to really enjoy what I do. I attend networking events in the area to connect with business owners and to learn about my community around me. I maintain a healthy lifestyle, enjoying a workout regime and attend my local YMCA regularly. I grew up playing sports, and attend games often. I love the outdoors- fishing, hunting, and an afternoon on the golf course is refreshing.

I love the great state of Texas, as well as, my home state of Louisiana. Geaux Tigers! Geaux Saints! One of the best things about living in Houston is the food, I am learning to be a better cook, and I enjoy trying new restaurants and food & wine tastings.