My purpose is to empower people by being a soundboard and providing knowledge. I was drawn to this profession because I love being a guide for individuals, families and businesses looking to reach their full potential economically.

Our goal at this branch is to Care, Consult, and provide Knowledge so clients are well-informed and feel secure when making financial (and sometimes tough) decisions.

We understand the complex components of working through those conversations, while weighing the trade-offs, in order to make those suitable decisions. These conversations can be challenging, but they are incredibly important. I have learned over the years that many tend to put off addressing these discussions, but we are here to be alongside you, every step of the way.

My partner, Jenn, and I live in the urban area of Houston and we enjoy hanging out with our hilarious boys (dogs) – Bulleit and Denver. We spend our spare time staying active, listening to live music, travelling and exploring new places to eat. We are incredibly blessed with a large group of family and friends.

Mental health, transparency and continuously evolving, as a human, partner and friend, are very important to me. I am passionate about showing up for others and encouraging them to be the best versions of themselves. Take action – your time is now!

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Employee Stock Options
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners

My Personal Interests

  • Traveling
  • Outdoor Enthusiast
  • Music
  • Pets
  • Martial Arts

Office Information

Office Address

1800 W Loop South Suite 1760 Houston, TX 77027

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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