My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

Get started
32
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.