Private Wealth Advisor
Bridge City Advisors
This number may include years as a financial advisor, and/or experience as a registered representative.
Areas of focus
- Retirement Planning Strategies
- Tax Planning Strategies
- Wealth Preservation Strategies
- I enjoy spending time with my family.
- I play soccer 2-3 times a week to stay in shape.
- I golf poorly but enjoy the fresh air.
- I enjoy playing tennis and racquetball.
- I enjoy swimming with my family.
- We have a Chocolate Lab named Lucy that keeps us busy.
CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
CRPC® Chartered Retirement Planning Counselor℠
- Oregon State University, Bachelor of Science, Business, 1996