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
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Education

  • University of Central Florida (UCF) : BSBA - Finance, Minor in Computer Science

Community participation

    • Former coach and Board member for the Lake Travis High School Mountain Biking Team; 2013, 2014, 2015 & 2018 State Champions!
    • Served on the Lakeway, TX Parks and Recreation Commission from 2005 to 2013, specializing in the planning and development of the greenbelts and trails within the community.
    • Served on Lakeway's Friends of the Parks (FOP) Board from 2008 to 2012. FOP is a volunteer group dedicated to maintaining the parks, greenbelts and trails within the city of Lakeway.

Interests

First of all, I am the father of two beautiful daughters, Kaley and Hope.

I enjoy mountain biking, and often times can be found at one of the trails west of Austin; Pace Bend, Reimers, or Muleshoe.

One of my favorite simple pleasures in life is enjoying a sunset with friends out on Lake Travis.