My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


Get started
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Women's Financial Strategies

Education

  • Abilene Christian University-BBA In Accounting

Awards & recognition

  • Five Star Wealth Manager, 2012, 2013

Previous experience

  • Merrill Lynch, 1998-1999
  • UBS Financial Services Inc., 1999-2003
  • Merrill Lynch, 2003-2009

Community participation

  • Member Sugar Land Rotary Club 2001-present, Past President 2008-2009
  • Partner with the Exchange Club of Sugar Land on "Santa's Exchange" a program providing Christmas presents to over 3,000 underprivleged children in Fort Bend County
  • Volunteer little league umpire for over 25 years, Soccer Referree

Interests

I love spending time with my family.  I have four children and have been married to my high school sweetheart for almost 24 years.  I love to fish, especially saltwater wade fishing along the Gulf Coast.  I also really love any sport (baseball is my favorite) and really enjoy playing golf in my "spare time".  However, I get the most enjoyment out of watching my kids play soccer and baseball.

My photos

1 albums
close