Are you focusing on the Big Picture or are you and your financial advisor focusing mainly on your investments, with the Big Picture somewhat ignored? The transitions throughout your life both expected - and, often, more importantly, unexpected - have an impact on your life that exceeds just your investment portfolio.

As a financial advisor with a CFP® certification, I bring an advanced level of knowledge and skills to guide your family with more sophisticated and complex financial issues. By taking a 360-degree view of how all the moving parts of your financial strategy are working together, you can be better prepared for changes and transitions.

To look at the Big Picture, we will be communicating in an open and direct manner regarding your life stage and your financial goals. We can then identify the areas where creating a strategy may help to avoid future problems, reduce future costs, or make life simpler and less complex today.

In addition to understanding where your family stands now, my skills include: 1) Identifying risks you may be overlooking and putting asset protection strategies in place; 2) Providing financial strategies to help your family manage retirement income flow; 3) Reviewing your overall assets and net worth; 4) Integrating and coordinating your various investment accounts; 5) Guiding you through market volatility with a focus on your needs and comfort levels; and, 6) Coordinating with your tax and legal professionals to make sure everyone is working from the same strategy.

My background includes a Master of Business Administration from Rice University and a mechanical engineering degree from the University of Texas. I have worked in the financial industry since 2000, and I joined Edward Jones in the Lake Houston area in 2009.

Let's talk about looking at your Big Picture! Please contact me at 281-812-7593 or [email protected]

Focus areas

  • Retirement Income Strategies
  • Divorce Finances
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans

My Personal Interests

  • Traveling
  • Volunteering
  • Outdoor Enthusiast
  • Yoga
  • Health & Nutrition

Office Information

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 By Appointment Only
Sun Closed

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