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

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investments
  • Retirement Plan Distribution
  • Insurance

Education

  • BA in History and in English, Henderson State University, 1970
  • MEd in Counseling and Psychology, University of North Texas, 1973

Previous experience

  • Psychotherapist, Private Practice, Richardson and Dallas, TX, 1974-1991, 17 years
  • Psychologist, Terrell State Hospital, Terrell, TX 1975-1976, 1 year
  • Teacher, Dallas County Community College District, Dallas County, TX, 1974-1981, 7 years
  • Counselor, Arkansas High School, Texarkana, AR, 1971-1972, 1 year
  • Teacher, Crownpoint High School, Crownpoint, NM, 1970-1971, 1 year

Community participation

  • The Contemporary Chorale - Member
  • Richardson Arts Alliance - Member and Board Member
  • Arts Incubator of Richardson - Board Member

Interests

  • I enjoy traveling, camping & hiking, reading, movies.
  • I follow sports, especially the local professional teams.
  • Health & nutrition are huge priorities for me.
  • I'm passionate about music and the arts in general.
  • Playing and having a sense of humor are quite important to me.