Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Investments
  • Investment Management
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Insurance
  • Cash Flow Management Strategies
  • Women's Financial Strategies
  • Family Finances
  • Retirement Planning Strategies
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7, 63 & 65

Education

  • Bachelor of Science - Finance, Bentley University

Interests

Wine - I prefer red to white, but also love chilled sake. Any occasion is enhanced when sharing a bottle of wine.

Acoustic Guitar - Better late than never, I started playing in 2015. I try to play at least 5 times a week.

Road Cycling - There is nothing better than listening to music while riding 20 miles.

Golf - This has taken a backseat to raising the girls, but I am able to get away for a few rounds a year.

Family - My wife and girls are my life. Even if it means having pizza every weekend during birthday parties.

Philanthropy and Helping Others - God has blessed us beyond anything we deserve; giving back is a duty to help others.

Community participation

Assistant coach to daughter's soccer team (Colleyville Super Stars)

Glenhope Elementary Dad's Club

Professional associations

  • Bentley University Alumni

Previous experience

  • Senior Vice President Investments, Wells Fargo Advisors, 2000 to 2017
  • Financial Advisor, PaineWebber, 1998 to 2000
  • Financial Leadership Program, AT&T, 1992 to 1998