About Me
At University of North Texas, I majored in Finance, and later earned my Master’s in Corporate Finance at the University of Dallas. In 1996, I began my career as a brokerage trader. Eventually, I transitioned into a role as a financial advisor, where I found great fulfillment in helping individuals manage their retirement portfolios and work towards their financial futures. I maintain consistent engagement with my clients, to not only stay informed about their evolving circumstances but also fosters a deeper personal connection. While having a goal is important, understanding the reasons behind it is crucial for determining its significance and relevance in their lives.
In my personal time, I have played hockey for over 20 years, as well as served on the board of directors for our local hockey club. Additionally, I am a proud member of the Dallas Business Club, where fellow professionals and I contribute to our community. I also take great pride in mentoring graduating college students from North Texas, helping them navigate their transition into the professional world.
I have been happily married for 23 years and am the proud parent of two wonderful teenage children. Each year, our family enjoys exciting adventures together, including scuba diving and snow skiing, which have become cherished traditions.
I hold my Series 7 and 65 licenses, as well as my Group 1 Insurance Life & Health License.
Securities Agent: AR, CA, CO, CT, FL, GA, ID, IL, IN, KS, LA, MI, MN, MO, NE, NJ, NM, NY, NC, OH, OR, TN, TX; General Securities Representative; Investment Advisor Representative