Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
25
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
  • Investment Management
  • Insurance
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies

Education

  • Bachelor of Arts, 1980, Austin College, Sherman, TX
  • Master of Business Administration, 1982, University of Texas, Austin, TX
  • Advanced Executive MBA, 1989, The Claremont Graduate School, Claremont, CA

Community participation

Interests

  • Married with a son and daughter, who both have completed their post-graduate degrees in medicine and education, respectively.
  • Actively support local classical guitar performances and youth educational programs through Austin Classical Guitar.
  • Enjoy sailing on Lake Travis in a Pearson Ensign that has been in my family since I was 17-years old.

My photos

1 albums
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