Advisor profile


Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Estate Planning Strategies
  • Retirement Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Bachelor of Science Law Enforcement, Sam Houston State University, 1979
  • Memorial High School, Houston, TX, 1976

Previous experience

  • Senior Vice President - Portfolio Manager, Morgan Stanley Wealth Management, Houston, TX, 2011-2020
  • Senior Vice President - Portfolio Manager, RBC Wealth Management, Sugar Land, TX, 2004-2011
  • Senior Vice President - Portfolio Manager, UBS Wealth Management, Houston, TX, 1998-2004
  • Senior Vice President-Investments, RBC Dain Rauscher, Houston, TX, 1994-1998
  • Senior Vice President, Kidder, Peabody & Co. Incorporated, Houston, TX, 1992-1994

Community participation

These are the Boys and Girls bags that we put together.
These are the Boys and Girls bags that we put together.

Our Houston office decided to team up with the BEAR, BE A Resource for CPS Kids group. We collected supplies for 8 BEAR Bags. ABEAR Bag is filled with items intended to provide care and comfort to children that are in the custody of (CPS) Child Protective Services. BEAR Bags are typically compiled in BEAR Rooms by Caseworkers and/or Case Aides, or volunteers and/or BEAR staff, and are then given directly to kiddos in CPS all over the Greater Houston Area. With the help of community partners, we have been providing the essential resources that fill these bags since 1997

  • BEAR...BE A Resource for CPS Kids

Interests

I am a lifelong resident of Houston, Texas. I have a son, James who attends Texas A & M University in College Station.

I enjoy spending time with my son, family members in Texas hill Country, and socially with close friends.

When time permits, I enjoy hunting, fishing, riding my motorcycles, playing golf and vacationing.