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
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Tax Planning Strategies

Education

  • BBA, Finance, The University of Texas, Austin, TX

Community participation

I volunteer at Seven Loaves Food Pantry at St. Andrew United Methodist Church to help families in Collin County. I became involved with this organization because everyone deserves food on their table.

I participate annually in the Sherwin Williams American Heart Association golf charity.

Interests

I've been blessed to be able to travel to Europe on numerous occasions visiting: London, Ireland, France (Paris, Versailles, Rheims, Nice), Monaco, Capri, and my favorite destination Italy (Venice, Florence, Rome, Ravello & Positano on the Amalfi Coast).

My home away from home is Maui, HI and try to go annually. I've also visited Kauai, Lanai, and Oahu.

Enjoy Fine Dining at restaurants in Dallas & abroad.

Music interests include Smooth Jazz, Blues, & Classic Rock. I grew up playing Saxophone.

Golf Fanatic ! I play in a number of competitive amateur events annually.

My photos

1 albums
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