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
  • Investment Management
  • Insurance
  • Saving for Education
  • Cash Flow Management Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Charitable Giving
  • Domestic Partner Planning
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Series 7 and 66 securities licenses
  • General Lines, Life and Health insurance license
  • Property and Casualty insurance license

Education

  • BA Economics, Minor in Mathematics University of Texas, 1998

Interests

My wife and I enjoy boating on Lake Austin during the summer. We can often be found riding our bikes around town and we have a vegetable garden at home! I also play guitar, but not very well.

Community participation

  • Charitable Gift Planners of Austin
  • CRHP 35 St John Neumann

Awards & recognition

  • Five Star Wealth Manager, 2014-2016, 2018-2021

Professional associations

  • Charitable Gift Planners of Austin
  • University of Texas Alumni

Previous experience

  • Agent, Allstate Insurance, 2001-2008
  • Manager Inside Sales, Activant Solutions, 1998-2001