Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Investments
  • Wealth Preservation Strategies
  • Retirement Income Strategies
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7,9,10,63,65,3,31 and Group 1 Life & Health.

Education

  • BS - Teacher Education, University of Houston, 1990

Interests

  • I've completed the Houston Marathon 14 times, and in the last few years completed both 50 mile and 100 mile Ultra Marathons.
  • I am a volunteer coach for a local Marathon Training program.
  • I've lived in the Katy area for 38 years.

Community participation

Volunteer Coach - Gotta Run Distance Program, Katy, TX

Board Member - King Lakes HOA