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
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Insurance
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies

Education

  • BA Economics - The University of Texas at Austin - 2010

Previous experience

  • Vice President of Invesments, JPMorgan Securities, Austin, TX, 2011-2013
  • Investment Banking Senior Associate, Navidar, Austin, TX, 2013-2015

Community participation

Interests

When I'm not studying the markets, I love spending time playing guitar in my local band The Little Rascals and helping teach guitar lessons to local students in my free time. I am also extremely lucky to be a guitar player with a father that actually builds custom guitars. I've built several with him and look forward to many more builds to come.

My photos

2 albums
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