About Me
Disciplined Strategy. Measurable Results.
About
Where Intention Meets Execution
I built this practice on the belief that successful financial planning requires more than good intentions — it requires structure, discipline, and an unwavering focus on the details. Every strategy I develop begins with a deep understanding of my client's financial picture, risk tolerance, and long-term objectives. I don't take shortcuts, and I don't offer cookie-cutter solutions. My clients work with me because they want a professional who treats their goals with the same rigor they would. That's the standard I hold myself to, and it's the reason my practice continues to grow through client referrals.
What Makes Me Different
A Foundation Built on Experience
Thirty-three years in accounting and finance have provided me with a unique perspective on wealth management.
Education
Texas Christian University Neeley School of Business
Bachelor of Business Administration (BBA), Accounting
Second Baptist High School
Valedictorian
Houston, Texas
Credentials
Certified Public Accountant (CPA)
FINRA Series 7, Series 63 & Series 65 through LPL Financial
Meet Me
The Professional Behind Your Strategy
Get to know the background, credentials, and philosophy that drive the work I do every day.
Get Started
Ready to Take the Next Step?
If you're looking for a structured, research-driven approach to your financial life, I'd welcome the opportunity to talk. Let's start with a conversation about your goals.