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.

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9
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Wealth Preservation Strategies
  • Insurance
  • Investments

Education

  • Masters, Education, Lamar University, Beaumont, TX
  • Bachelors Business Administration, Texas A&M-Texarkana, Texarkana, TX
  • Associates, Business Administration, Texarkana College, Texarkana, TX

Awards & recognition

  • Ameriprise Client Experience Award, 2025

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Teachers Support Teachers
  • Wilbur Smith Rotary
  • Alpha Phi Alpha

Interests

After over a decade as a Math teacher, I discovered that teaching is my gift. Now the subject is wealth management. When I am not working, my wife NaToya and two children are my priority (MJ and Niyah). Lastly my recreation is golf and music.

My photos

1 albums
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