Before you can implement a strategy to help accumulate wealth, it's important to understand what's important to you, your family or your business. With this information, I can assist you with prioritizing your needs and defining your goals. Only then will I be able to provide you with a transparent, customized financial strategy that will show how we will work together to help achieve your goals.

I graduated from Texas A&M University with a degree in economics in 1996 and became a licensed financial advisor in 1997. My passion for assisting individuals and families to achieve their financial goals has been a guiding principal throughout my entire working career.

My wife, Carla, and I have been married since 1999 and residents of The Woodlands during the entire time. Our commitment to the community has included supporting numerous charities, most importantly to us, Tiny Paws Rescue. I have been an active member of The Woodlands Area Chamber of Commerce since 2000 and was honored to serve as the Chairman of the Board in 2015.

Every aspect of my business is aligned to allow me to better understand and help you achieve what is most important to you. It is important to me to provide the answers to your questions so you can make informed, financially sound decisions. Please contact me, today, if you are ready to find purpose and clarity around what matters most in your life and finances.

Focus areas

  • Retirement Income Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Retirement Savings Strategies
  • Wealth Strategies

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More