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
21
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
  • Investments
  • Saving for Education
  • Wealth Preservation Strategies
  • Family Finances
  • Retirement Plan Distribution
  • Intergenerational Planning
  • Estate Planning Strategies
  • Investment Management
  • Business Retirement Plans
  • Retirement Income Strategies
  • Charitable Giving
  • Insurance
  • Small Business

Education

  • MBA, Southern Methodist University, Dallas, Texas
  • Masters in Economic History, UCLA, Los Angeles, California
  • BA, History, University of California Davis, Davis, California

Previous experience

  • Financial Advisor, LPL Financial LLC, Coppell, Texas, 2014-2022
  • Financial Planner, Prudential Financial Planning Services, Irving, Texas, 2012-2014
  • Financial Advisor, Edward Jones, Coppell, Texas, 2004-2012
  • Director, Fort Worth International Center, Fort Worth, Texas, 1997 - 2002
  • Diplomat, US State Department, Washington DC, Washington DC,, 1986-1986

Community participation

Interests

Marathon Running

Outrigger Canoe

Family First: My relationships with my wife and four adult daughters.

My photos

1 albums
close