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

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor

Education

  • BA, Double Major in Finance and Marketing, Stephen F. Austin State University

Professional associations

  • Red Shoe Society
  • Vision Fort Worth

Our Clients

The clients we are best suited to help are those who have already reached a level of success, but want to improve their financial situation or create a legacy. We strive to help bring value to clients’ lives by working together building a financial plan that may bring them a sense of peace and a belief that their family is taken care of. We know the legacy clients want to create means more than just where the money goes, but also what family values are passed on. We primarily work with financially successful individuals and families with $1M+ in investable assets. We look forward to working with you to design a plan that helps protect your wealth, while planning to maintain your lifestyle with confidence.

Community participation

  • Ronald McDonald House Fort Worth
  • Juvenile Diabetes Research Foundation
  • Stephen F. Austin Alumni Association

Interests

  • Fishing
  • Reading
  • Volunteer Work
  • Travelling