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
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies

Education

  • BBA in Economics, University of Central Oklahoma, OK, 2001

Community participation

  • Member, Frisco Chamber of Commerce
  • Community Soccer Coach
  • Alzheimer's Awareness Volunteer

Interests

  • Enjoys making memories with his family participating in activities including soccer, basketball and running
  • Volunteers in his neighborhood to make improvements that benefit the community
  • Connects with local faces and families to create new relationships