picture of a planner

Here to act in your best interests

About me

I’ve been a financial planner since 2006, and I’ve worked with thousands of clients to help them achieve their goals and dreams. Outside of work, I enjoy spending time at the beach and lake with my wife and three children.




Bachelor of Science, Computer Engineering - Texas A&M University

Visit one of our Locations

Houston I - The Woodlands

207 East Shore Drive

Suite 230

The Woodlands, TX 77380

Houston II - Galleria

1885 St. James Place

Suite 1340

Houston, TX 77056

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.


Certain services provided on an educational and guidance basis only.

The latest insights from our experts

    How do financial advisors get paid

    Changes are coming to estate planning laws: How to prepare now

    Should you create a trust?

    Important Papers to Keep: A Checklist