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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, University of Michigan-Ann Arbor

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Visit one of our Locations

San Antonio

19026 Ridgewood Parkway
Suite 316
San Antonio, TX 78259

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Houston VI - League City

1331 Gemini Avenue
Suite 200-A
Houston, TX 77058

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Houston I - The Woodlands

207 East Shore Drive
Suite 230
The Woodlands, TX 77380

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Houston III - Sugar Land

1600 Highway 6
Suite 450
Sugar Land, TX 77478

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Houston V - Houston (South)

1885 St. James Place
Suite 1340
Houston, TX 77056

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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 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 insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning