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
6
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
  • Investment Management
  • Cash Flow Management Strategies

Education

  • Bachelor of Finance, Texas Christian University

Awards & recognition

  • Luminate, Forbes Best-in-State Wealth Management Teams, 2023
  • Ameriprise Ultimate Digital Excellence Award, 2023

Honored to be recognized in Forbes

I’m excited to share that Luminate has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.

Community participation

Our office volunteers with the following charities, Meals on Wheels, Austin Street Center and Ronald McDonald House of Dallas.

My photos

3 albums
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