Dedicated Planning and Guidance For Your Financial Journey

I provide personalized financial guidance to people at all stages of life. My goal is to establish and maintain an ongoing financial relationship with clients to help them reach their financial goals. I specialize in helping individuals and families be more secure in areas of retirement income planning, investment management and protecting loved ones against the impact of long-term care, death, and disability. Whether it's securing a stable retirement or maximizing investments, I offer innovative, client-centered advice that helps ensure long-term financial stability and success.

Education & Accomplishments



  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Financial Consultant (ChFC®)
  • B.S. Southwest Texas State University
  • FINRA Series 7 General Securities Representative
  • FINRA Series 66 Uniform Combined State Law
  • Texas Life and Health Insurance Licenses


Helping Individuals, Families, and Small Businesses Navigate Towards Financial Freedom

As a CERTIFIED FINANCIAL PLANNER™ professional, I am dedicated to serving my clients with a high level of attention to achieving their financial goals.


I offer tailored financial services that include:

  • Asset Management
  • Retirement and Goal Planning
  • Estate and Legacy Planning
  • College Planning
  • Tax Efficiency Planning
  • Small Business Planning
  • Risk Management with Life Insurance, Disability Insurance, and Long-Term Care Planning
  • Charitable Giving and Generosity


My goal is to provide you with financial peace of mind so that you can enjoy doing more of the things you love with the people you love.

Clarity for where you are today. Confidence for where you go tomorrow.

Have you been asking yourself these questions?

  • When can I retire?
  • Will I run out of money in retirement?
  • How much cash do I need in my savings?
  • How do I invest my discretionary cash?
  • What do I do with my old 401k?
  • Should I have a Roth IRA?
  • What if my spouse dies?
  • How much life insurance do I need?
  • I don't want to go to a nursing home- what should I do now?
  • Should I get a financial plan?
  • How can I be tax efficient with my IRAs and Roth IRAs?
  • What if I get sick or hurt and can't work?
  • What happens if I lose my job?
  • I've inherited money or investments, what do I do with it?


I understand how crucial it is to choose a strategy that addresses what matters most to you. So as we work together, we will examine your financial needs, wants and wishes. Then I will offer solutions that provide clarity about where you're at — and confidence about where you're headed.

Financial Expertise, Wherever You Are

While my office is located in Central Austin, I proudly serve clients all throughout Texas and across the U.S.


Financial guidance isn’t limited by geography, and neither is how we can meet. Through secure virtual meetings, personalized strategies, and seamless communication, I provide experienced financial direction no matter where you are.


Whether you're down the street or across the country, I'm here to help you achieve your financial goals.

Let's Connect