Preparing for the next step in life isn’t always easy. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.
I have been a practicing accountant since 1986 and have been in the investment & insurance business since 2010. I received my BBA in Accounting from the University of Texas at Austin. I’m a very active member of Christ Episcopal Church and have sung in the choir for about 20 years. I love to make homemade desserts and have been paid to make them for many of my friends. I grew up in Laredo, Texas on the banks of the Rio Grande River were I overlooked Mexico everyday.
University of Texas Austin
Sports enthusiast (Spurs, UT football, professional tennis)
Christ Episcopal Church
- Insurance Strategies
- Investment Strategies
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