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
7
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
  • Wealth Preservation Strategies
  • Family Finances
  • Tax Planning Strategies
  • Investments
  • Saving for Education
  • Insurance
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Domestic Partner Planning

Qualifications

  • AAMS™ Accredited Asset Management Specialist™

Education

  • B.A. History, Texas A&M University, College Station, TX

Awards & recognition

  • Montandon & Associates, Forbes Best-in-State Wealth Management Teams, 2024
  • Montandon & Associates, Ameriprise Client Experience Award, 2023

Previous experience

  • Financial Advisor, Ameriprise Financial, Austin, Texas, 2023
  • Financial Advisor, Raymond James, Austin, Texas, 2018-2023
  • Financial Advisor, Northwestern Mutual, Austin, Texas, 2018
  • Financial Advisor, Edward Jones, Buda, Texas, 2017