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Here to act in your best interests

About me

I’ve been a financial planner since 1996. I most enjoy helping my clients plan for their future while having a plan for today. In my spare time, I pursue a wide range of hobbies, including cooking, reading, exercising and golfing. Most of all, I love hanging out with my awesome rescue dog.


Registered Financial Consultant


Bachelor of Arts, Spanish - Kansas State University

Visit one of our Locations

Dallas I - Dallas

13727 Noel Road

Tower 2, Suite 1075

Dallas, TX 75240

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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