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
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Estate Planning Strategies
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Charitable Giving
  • Retirement Income Strategies
  • Insurance
  • Small Business
  • Sustainable and Responsible Investing
  • Retirement Planning Strategies

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination

Education

  • Bachelor of Science, Finance, Texas A&M University, College Station, TX

Previous experience

  • First Vice President and Portfolio Manager, Morgan Stanley, 2009-2021
  • Investment Manager, Private Client Group, UBS Wealth Management, 2001-2009
  • Financial Advisor, Investments/Banking, Merrill Lynch, 1999-2001

Community participation

Member, Lake Travis United Methodist Church

Foundation for the Homeless - Board Member

Interests

In my free time, I enjoy spending time with my wife Shannon and daughter Stella Marie. I also enjoy spending time with friends and reading, traveling, boating, tennis and designing/contemplating solutions to solve the world’s problems.