I became an advisor because I’ve lived what happens when financial plans fail the families they’re meant to protect. I lost my father at three and later watched my mother lose half her life savings because her advisor focused only on her risk tolerance, ignoring her true risk capacity — mistakes that erased years of security and peace of mind.
I work with families and business owners who want more than surface-level advice, delivering a strategic, math-based plan grounded in genuine care that aligns every part of their financial life and shields them from the risks they can’t see coming. My clients don’t just get a plan — they get a partner who treats their wealth like it’s my own family’s future.
If your plan hasn’t been tested against life’s worst-case scenarios, let’s close those gaps now — before life does it for you — so you can focus on living the life you’ve worked so hard to build: traveling where you’ve always dreamed, creating memories with the people who matter most, and enjoying the freedom and peace of mind you’ve earned. And if you already have an advisor, let’s put your current plan to the test with a no-obligation Portfolio X-Ray — because in my experience, the biggest risks are often the ones no one’s looking for.
Areas of Focus
Small Business Owners
Retirement Planning
Wholistic Financial Planning
Education & Credentials
Insurance Licensed in Life and Health
Investment Advisor Representative
Lone Star College and Full Sail University
Personal Interests
Cooking & Culinary Travel
Family Adventures & Legacy Building
Strategic Reading