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

Areas of focus

  • Investment Management
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Employee Stock Options
  • Retirement Income Strategies
  • Intergenerational Planning
  • Saving for Education
  • Wealth Preservation Strategies
  • Tax Planning Strategies


  • FINRA Series 7 and 63 Licensed


  • BS - International Trade / Economics, Texas Tech Univeristy, 1984

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Previous experience

  • Financial Consultant, Lehman Brothers Inc., 1992-1993
  • Sr. Vice President, Financial Consultant, Solomon Smith Barney Inc., 1993-2001
  • Sr. Vice President, Financial Advisor, Prudential Securities Incorporated, 2001-2003
  • Sr. Vice President, Financial Advisor, Wells Fargo Advisors, LLC, 2003-2016

Community participation

Area "Zone Leaders" for our church - Westover Hills Church of Christ

Financial Consultant and Business Counselor


Outside the office I really love spending time with my wife Jennifer - working out at the gym, going to see movies and volunteering through our church. I also enjoy working on and driving classic cars and old Toyota Land Cruisers. My boys and I love to hunt and frequently go to the local shooting ranges.

My wife and I have a blended family of 5 children with the two youngest still in college but both have Fall-2021 graduation dates!! We aren't "empty nesters" quite yet but working on it!