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Here to act in your best interests

About me

I began my financial services career in 1996. I have always focused on educating my clients about the complexities of retirement planning. I specialize in assisting my clients to define their needs and developing a long-term investment strategy to help them achieve their goals.


Chartered Retirement Planning Counselor™

Chartered Retirement Plans Specialist™


Bachelor degree, General Studies - University of Michigan-Ann Arbor

Visit one of our Locations

Houston IV - League City

1331 Gemini Avenue

Suite 200-A

Houston, TX 77058

San Antonio

19026 Ridgewood Parkway

Suite 316

San Antonio, TX 78259

Houston I - The Woodlands

207 East Shore Drive

Suite 230

The Woodlands, TX 77380

Houston III - Sugar Land

1600 Highway 6

Suite 450

Sugar Land, TX 77478

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.

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