Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started

Areas of focus

  • Investment Management
  • Family Finances
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Saving for Education
  • Insurance
  • Estate Planning Strategies
  • Charitable Giving

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Education

  • University of Texas at Tyler (Bachelor's)

Awards & recognition

  • Bushue, Jones & Associates, Ameriprise Client Experience Award, 2023

Community participation

  • Meadowbrook Community Church, Mission 217 aid volunteer
  • Meadowbrook Community Church, Co-leader of College Ministry

Interests

All things business, architecture, cars, aspirational books and general aesthetics.