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
2
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Tax Planning Strategies
  • Retirement Planning Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Associate of Arts and Sciences- Accounting, Blinn College

Community participation

My band and I do an annual benefit show supporting a local charity. In 2023 we supported “Families to Freedom”, an organization helping individuals in the area get out of physically abusive situations. This year, we supported “1000 Hills”, an organization that serves dinner 365 days a year for the local homeless community.

Interests

Music is my passion. I’ve played the piano for 15 years and have been performing with different groups for about 10. I currently play the keyboard in a 5-man rock cover band called “Faux Ficus”. My all-time favorite performance was in a hotel in Israel where dozens of countries were represented in the audience (lobby restaurant). It turns out 'Piano Man' is known all over the world.