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 Income Strategies
  • Retirement Plan Distribution
  • Small Business
  • Cash Flow Management Strategies
  • Women's Financial Strategies
  • Saving for Education
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Charitable Giving
  • Insurance
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
  • Investments
  • Investment Management
  • Business Retirement Plans
  • Tax Planning Strategies
  • Family Finances


  • AAMS™ Accredited Asset Management Specialist™


  • Southwest Texas State University, MBA, 1991
  • Southwest Texas State University, BBA, 1989

Community participation

  • Member of Our Lady of Lourdes Catholic Church
  • Lions Club Life Membership


  • Fishing
  • Beach combing
  • Camping
  • Gardening