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

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


  • Bachelor of Business Administration - Finance
  • University of Houston - Clear Lake

Awards & recognition

  • Ameriprise Circle of Success, 2015
  • Ameriprise Client Experience Award, 2020

Community participation

  • Former Treasurer and Charter Member of the Lions Club in Friendswood
  • Wounded Warrior Project Advance Guard Member
  • Co-Chairman of Space Center Golf League
  • Alzheimer's Association Houston & Southeast Texas Chapter


I was born in Springfield, Massachusetts but moved to Friendswood, Texas in 1967.

I am happily married to my wife Huyen and we have two beautiful daughters, Faith and Grace. They keep us extremely busy but we love every second of it.