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
  • Tax Planning Strategies
  • Family Finances
  • Investment Management
  • Estate Planning Strategies
  • Insurance
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Interests

Community Development

Supporting local non-profits

Church

Community participation

Current Wichita Falls Alliance for Arts and Culture Board Member

Past North Texas Chapter of the American Red Cross Board Member

Past Midwestern State University Alumni Board Member

Past Young Professionals Board Member

Past North Texas Area United Way Loan Executive

Past Downtown Streetscapes Committee member

Awards & recognition

  • Five Star Wealth Manager, 2022