Over the last 20-plus years I have been assisting with the financial affairs of families, small business owners, and professionals in Central Texas and other areas of the country. I am dedicated to helping clients plan for retirement while understanding their needs and implementing tailored solutions. I am passionate about making a positive impact on my client's lives.

Clients of all ages, from millennials to retirees, are welcome at my office. Often clients have chosen to work with me because I listen carefully and follow a disciplined investment process. My dedication to clients is what helps me build trusted relationships. I take time to understand client concerns about their financial strategy and how they will plan for the unexpected.

From a young age I realized the sense of peace, security and dignity that planning a successful financial strategy can provide. This inspired me to change careers and dedicate myself to educating and inspiring my clients to take control of their finances. I enjoy building close, long-lasting relationships with my clients, many of which have spanned over two decades and generations. I strive to understand each client's unique goals and challenges. If you are looking for a second opinion, I will offer to review your portfolio and would be happy to meet with you or your entire family to discuss your options. Please call (512) 846-1032 for an in-office, phone, or Zoom appointment.

Focus areas

  • College Savings
  • Intergenerational Planning
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies

My Personal Interests

  • Animal Rescue
  • Horseback Riding

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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