I am proud to serve as a Financial Advisor at The Financial Planning Group, where I work with individuals, families, and business owners to help guide their financial decisions. My journey in the financial services industry began in 2003 in investment banking, where I focused on mergers and acquisitions, corporate finance, and capital markets. Today, I utilize a range of strategies to help grow and preserve their wealth, tailoring my services to each client's unique needs and concerns about their current financial situation and future.
My areas of expertise include financial planning, wealth management strategies, life insurance solutions, and tax-efficient investment and wealth preservation strategies. I hold several certifications and licenses, including Series 7, Series 63, Series 66, Series 79, and Texas Group 1 Life/Health Insurance. These credentials were earned after I attended Texas A&M University, where I laid the foundation for my career in finance.
What keeps me motivated and excited about coming to work every day is the opportunity to educate clients about financial planning and the financial markets. I derive immense satisfaction from helping clients achieve financial goals they may not have thought possible.
Born in Corpus Christi, Texas, I now call Houston home, where I live with my three wonderful children: my two daughters, Madison and Bradley, and my son, Hunter. When I'm not helping clients plan their financial future, I enjoy being outdoors and keeping fit. Whether it's going for a morning run, hitting the gym, or cheering on the Aggies in college football, I'm always on the move. I also enjoy a good book and the thrill of catching a wave with my surfboard at the beach.