In my former career as an Army officer, I discovered no greater joy than to help those who worked around me meet their personal and professional goals. Upon transitioning from active duty, when I found an opportunity to do this from a financial perspective, I felt extremely blessed.
My clients and I together explore what's most important to them, establish long-term personalized strategies through my established process and then employ a suite of tailored solutions while partnering with their families throughout life to help ensure they stay on track. I take every opportunity to learn what you dream about, understand what you want your future to look like and create a comprehensive and holistic financial picture to address all of your financial concerns.
My office is conveniently located between Pasadena and Clear Lake on Space Center Blvd. near Ellington Field. I focus (but not exclusively) on understanding the retirement plans of several of the energy companies nearby, as well as the government TSP, and assisting their respective employees with learning and understanding those plans to help achieve their retirement dreams.
As a graduate of Texas A&M, I've found that the values my family raised me with and reinforced during my time there have served me well throughout my career. I enjoy serving my community through my church, the Combined Arms organization, the Rotary Club of Pasadena and the U.S. Army Reserves. I'm originally from San Antonio but have lived in Pasadena/Deer Park since 2015 and my wife grew up here. We are also very proud parents of boy/girl twins and enjoy watching them grow!
If you have any questions or concerns about your retirement strategy, another financial goal or even would just like a complimentary second opinion, please call me. I look forward to meeting you and serving you and your family's needs!
- Retirement Savings Strategies
- Military Professionals & Veterans
- Retirement Income Strategies
- Divorce Finances
- New Investors
My Personal Interests
- Spending Time with Family