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
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Family Finances

Education

  • BA Government from University of Texas at Austin 1990

Awards & recognition

  • Five Star Wealth Manager, 2012-2016

Community participation

Support Cancer Research and patient services through multiple organizations.

Support Avondale House, a local Houston Center Specializing in Autism Services and Resources

  • Susan G Komen
  • Avondale House
  • American Cancer Society

Interests

My Wife and I do our best to manage and raise four young boys. They keep me both physically and mentally tough.

Military History Buff (Civil War) - I have enjoyed touring many battlefields including Gettysburg, Antietam, Manassas, and Fredericksburg.

I enjoy Football and favor College over Pro. I have been fortunate to participate in a Fantasy Football league with friends of over 30 years. It has been a means for us to stay in touch with each other.

My photos

2 albums
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