Throughout my financial service experience of analyst, trader, portfolio manager, and now financial advisor, I have anchored my services on three principles: 1-Effective Communication, 2-Integrity Based Professionalism, 3-Vigilant Market Education and Awareness. I received undergraduate degrees from the University of Texas at Austin in business and philosophy, and earned my MBA from the University of Houston with a concentration in Financial Services Management.
I have an amazing wife, Ashley, and two beautiful children, Makayla and Hinton. We live in Kingwood, TX with our yellow lab, Cali, and are a family of outdoor enthusiasts!
A commitment to service was instilled in me at a young age by my parents, and continued with my 2 years service in the US Peace Corps. I lived with the Ngabe Bugle indigenous community of Panama where I taught small business practices to local farmers. Currently I volunteer with Kingwood/Forest Cove Youth Baseball, FCA Texas International, and a few other organizations.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
