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.

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17
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
  • Retirement Income Strategies
  • Investment Management
  • Investments
  • Retirement Plan Distribution
  • Saving for Education
  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Estate Planning Strategies
  • Family Finances
  • Social Security Retirement Benefits
  • Sustainable and Responsible Investing
  • Wealth Preservation Strategies

Education

  • University of Louisiana at Lafayette BBA Finance 2007

Previous experience

  • Hines Securities, Inc., 2010 - 2015
  • Invesco LTD, 2010
  • VanKampen Investments - Morgan Stanley, 2007-2010

Community participation

Founding Member of the Houston Gooners - Arsenal Supporters Club - Established 2012

Member of Houston Saengerbund and Saengerbund Kickers Men's Soccer Team in the HFA - The Houston Saengerbund, founded in 1883, is the oldest musical association in the city. The purpose of the Society is to cultivate the furtherance of song and music, to preserve the German language, to promote the Society's life and to convey good German customs and morals. http://www.houstonsaengerbund.org/

Houston Livestock Show and Rodeo Volunteer - GateKeepers Committee

Interests

- Spending time with family and friends.

- Traveling.

- Golf.

- Playing soccer for the Saengerbund Kickers in the HFA (Houston Football Association), competitive men's soccer league. The club is celebrating it's 60th year in existence!

- Passionately supporting Arsenal Football Club since 1997.

- Woodworking and Carving.

- Fishing any chance I get.