What is your story? I want to hear what makes you and your life goals unique. Before any financial discussion takes place, I need to know your situation and what's important to you. Through that process, my clients experience a relationship-driven approach to a customized strategy that helps them achieve their financial goals and life dreams.

Originally from Beaumont, TX, I have lived in several other states and a few years in British Columbia, Canada. I hold a Bachelor of Arts degree in Russian - summa cum laude. This blend of cultures that I've experienced gives me great interest and insight into people of all ages and backgrounds. I love getting to know people, helping them understand a somewhat boring and complicated world of investing, and then partnering with them throughout life to help keep them on track.

Outside of work, I can be found reading, or spending time with my wonderful family and friends.

If building a relationship with your financial advisor sounds ideal for you, I would love to meet you.

Focus areas

  • Business Retirement Plans
  • Divorce Finances
  • Retirement Savings Strategies
  • Wealth Strategies
  • New Investors
  • Entrepreneurs & Business Owners

My Personal Interests

  • Reading
  • Music
  • Walking
  • Yoga
  • Wine Collecting/Enthusiast

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

Branch Team

Email Me

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