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
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Family Finances
  • Saving for Education

Education

  • United States Coast Guard Academy, B.S.

Community participation

My family and I are active members of West Conroe Baptist Church.

Interests

  • Family: My #1 priority is spending time with my wife and two children.
  • For Fun: I enjoy travel, golf, bow hunting and snow skiing.