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

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies

Education

  • Bachelor of Arts, Anthropology, University of Memphis, 2016

Awards & recognition

  • Wilson Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2024

Previous experience

  • Customer Care Manager, State Farm Insurance, 2017-2024

Community participation

Our practice volunteers alongside our clients annually with Bay Area Turning Point and Toys for Tots drive. I have also donated time this year to The Houston Food Bank.

Interests

  • Spending quality time with family, friends and my beautiful wife, Abby.
  • Enjoying life with our Greyhound, Key and our cat, Misha.
  • Playing board games & chess.
  • Riding my motorcycle in my spare time.

My photos

2 albums
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