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
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Education

  • University of Central Florida (UCF) : BSBA - Finance, Minor in Computer Science

Community participation

    • Former coach and Board member for the Lake Travis High School Mountain Biking Team; 2013, 2014, 2015 & 2018 State Champions!
    • Served on the Lakeway, TX Parks and Recreation Commission from 2005 to 2013, specializing in the planning and development of the greenbelts and trails within the community.
    • Served on Lakeway's Friends of the Parks (FOP) Board from 2008 to 2012. FOP is a volunteer group dedicated to maintaining the parks, greenbelts and trails within the city of Lakeway.

Interests

First of all, I am the father of two beautiful daughters, Kaley and Hope.

I enjoy mountain biking, and often times can be found at one of the trails west of Austin; Pace Bend, Reimers, or Muleshoe.

One of my favorite simple pleasures in life is enjoying a sunset with friends out on Lake Travis.