As a native Texan and a longtime resident of Houston, I have helped many families reach their financial goals. As a son, husband and a father, I understand what's important to you and your family. My team and I will partner with you to develop a strategy and process to help you achieve your goals and help keep you on track.

Whether you're planning for retirement, saving for college for children or grandchildren, seeking a work-optional lifestyle or focused on protecting the financial future of the ones you care for the most, we can develop specific strategies to help you achieve those goals. You can count on the years of experience of my team, not to mention the thousands of people and advanced technology that support our office behind the scenes, to help ensure that you receive the most current and comprehensive guidance.

In my free time, I love to travel through Texas and beyond. I enjoy gardening, working out to stay fit, reading and cheering on the Astros! I am an active member of my church and I am a passionate participant in The Walk To End Alzheimer's.

Focus areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Divorce Finances
  • Estate & Legacy Strategies
  • Wealth Strategies

My Personal Interests

  • Spending Time with Family
  • Baseball
  • Personal Fitness
  • Pets
  • Traveling

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 - 03:30PM
Sat By Appointment Only
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