Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7
  • Series 66
  • Group 1 Life, Accident, and Health Insurance

Education

  • Bachelor of Science, West Point, 1997

Interests

I enjoy golfing, fishing, and hobbies include Saltwater Aquariums. All Chicago sports teams (except the Cubs!).

Previous experience

  • Financial Advisor, Morgan Stanley, 2005-2011, Houston, TX
  • Financial Advisor, Merrill Lynch, 2002-2005, Houston, TX