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
27
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
  • Wealth Preservation Strategies

Education

  • BBA, Accounting, Texas Wesleyan University, Fort Worth, TX

Awards & recognition

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

Previous experience

  • Senior Vice President, Senior Portfolio Management Director, Morgan Stanley, Southlake, TX, 1997-2023

Honored to be recognized in Forbes

I’m excited to share that Aisiri Wealth Advisors 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.

Interests

  • Spending time with family
  • Working out
  • Outdoor activities