Advisor profile


What you can expect when you work with me

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.

Get started
35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Investment Management
  • Family Finances
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Domestic Partner Planning
  • Saving for Education
  • Intergenerational Planning
  • Financial Strategies for LGBTQ Couples and Families
  • Small Business

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination

Education

  • Bachelors of Business Administration, University of Texas at Austin

Professional associations

  • University of Texas at Austin Alumni

Previous experience

  • RBC Wealth Management, 1992-2015

Interests

  • I like to explore Austin's local food scene including the wineries in the area.
  • I enjoy being active, especially weight lifting, skiing, and hiking with my dogs.
  • I am active in supporting local animal welfare organizations.