I have dedicated my career to helping individuals, families, and institutions navigate complex financial decisions with clarity and confidence. For more than three decades, I have had the privilege of serving successful professionals, retirees, business owners, and educational organizations while helping them pursue their long-term financial goals.
I earned a Bachelor of Business Administration in Marketing from The University of Texas at Austin and began my career with A.G. Edwards & Sons, a firm widely respected for its commitment to integrity and client service. Later, I joined the independent channel through Raymond James, where I served as both a Branch Manager and financial advisor.
My investment philosophy was shaped by some of the industry's most disciplined and respected professionals, including William O'Neil, founder of Investor's Business Daily. Their influence reinforced the principles that continue to guide my practice today: discipline, thoughtful planning, ethical stewardship, and a long-term perspective.
Throughout my career, I have helped clients navigate market cycles, economic uncertainty, and life's many financial transitions. What I value most is the trust my clients place in me. I believe financial advice is about more than investments. It is about building lasting relationships, providing objective guidance, and helping people make informed decisions that align with their goals and values.
Outside of the office, I enjoy spending time with family, traveling, serving through Rotary, and pursuing personal and spiritual growth. My team and I believe there is no greater reward than serving others and helping clients pursue greater confidence in their financial future.