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
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Wealth Preservation Strategies
  • Investment Management
  • Insurance

Education

  • BS Business Administration. McNeese State Universtiy, Lake Charles LA.

Previous experience

  • Financial Advisor with Edward Jones, November 1991 until January 2015

Community participation

I have been actively involved in this community for over 20 years. I have served on boards for the Port Neches Library, Rotary, and Port Arthur EDC. I support the Chambers of Commerce in both Nederland and Port Neches.

Interests

My family is the most important thing in my life! Watching the children, and now grandchildren, grow into amazing people is the best reward we can ask for. I have been actively involved in this community for over 25 years. I have served on boards for the Port Neches Library, Rotary, and Port Arthur EDC. I support the Chambers of Commerce in both Nederland and Port Neches. When I am not spending time with the grandkids, you will usually find me on a tennis court somewhere! I also enjoy boating, traveling and spending time outdoors.

My photos

2 albums
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