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Here to act in your best interests

About me

I am a dedicated financial planner with over 20 years of experience. I believe my best role is to provide guidance to my clients as they define their financial goals and help them navigate their way to a secure retirement. Away from work, I thrive on being with my twins. We love boating and traveling as often as possible.




Bachelor of Arts, University of Texas

Master of Business Administration, Tulane University

Visit one of our Locations

Houston IV - League City

1331 Gemini Avenue

Suite 200-A

Houston, TX 77058

Houston II - Houston (South)

1885 St. James Place

Suite 1340

Houston, TX 77056

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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