Advisor profile

What you can expect when you work with me

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.

Get started

Areas of focus

  • Family Finances
  • Intergenerational Planning
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Investment Management
  • Saving for Education
  • Retirement Planning Strategies
  • Small Business
  • Business Retirement Plans


  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 66 - Uniform Combined State Law Examination


  • BA, University of Texas, Austin, Texas

Community participation

Foundation Fighting BlindnessNational Federation of the Blind
VisionWalkAcademic Tutoring


Outside of my practice I concern myself with what I feel both inspires my work and provides meaningful insight into how I approach my clients and their goals--by incorporating their values and interests. Having started in higher education in Liberal Arts before setting off for Finance as a vocational pursuit I find myself enjoying several more cultural activities. I love reading all sorts of literature; I love the arts in general (I play piano, drums, guitar, music is a passion) but I even dabble with drawing and clay when time allows. I also plan on acting in the community. I enjoy camping, swimming, triathlon, kayaking, and fishing as well.