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

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Small Business
  • Christian Financial Strategies
  • Tax Planning Strategies
  • Investments
  • Insurance
  • Estate Planning Strategies
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Bachelors of Business Administration, UHV, 2006

Interests

* Happily married to my highschool sweetheart, Rocky, for 20+ years

* We have two little girls Lexi Marie & Kelsey Lee

* Proud Victoria, TX native, where I enjoy serving the community through local ministries & other important causes

* We enjoy spending time together with our dear family & friends outdoors & travelling when we can

Community participation

My family & I actively support several organizations close to our hearts:

* In honor of our daughter with Cerebral Palsy & Epilepsy, "The VIP Party for Children with Disabilities" was started with The Arbor Academy.

* Victoria Professional Express Network, a local chapter of ABWA (founding member, Past President)

*The Gabriel Project & Bethlehem Home

*Morning Glory Helper

*Texas Children’s Hospital, The Devereaux Foundation & other local efforts to support children

*our local churches, schools & other community events

*University of Houston-Victoria (my alma-mater)

*The Victoria Zoo

*The American Cancer Society (past team captain)

Awards & recognition

  • Rohde Financial Group, Ameriprise Client Experience Award, 2021