My objective is simple: I will focus on understanding your unique values, personal situation and financial needs in order to deliver tailored strategies to you. Our office will help you track your goals and communicate regularly to deliver timely information. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.
I began my career with Edward Jones in 2012 with an office in Sugar Land, TX. After deeply serving my clients in that community for seven years, I relocated my office closer to home. In June of 2019, we opened our brand-new office in Fulshear, TX. I hold the professional designations of AAMS® and CRPC®, which help further my ability to work through complex situations. I have served as a trainer to new financial advisors in our firm and am part of our regional leadership team serving as a client transition leader.
We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet your unique goals and needs.