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
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
  • Investments
  • Estate Planning Strategies
  • Family Finances
  • Business Retirement Plans
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Insurance
  • Saving for Education
  • Investment Management


  • SIE, Series 7, Series 66, Life and Health Insurance


  • Angelo State University BBA

Community participation

West Texas Boys Ranch Board of Director

Sonrisis Therapeutic Riding Board of Director

San Angelo Rotary


  • Spending time with my family- Madison (Wife), Beau 3, Sage 1
  • Hunting, fishing, and all outdoors
  • Ranching-raising cattle and goats