For the past 21 years in the industry, I have worked with my clients to understand their needs and help them find confidence in their financial future. My commitment is to help my clients plan effectively by using a balance sheet approach, investing wisely, and mapping a realistic financial course for their future. As the financial markets change and major life events occur (e.g., career changes, retirement, divorce, or loss of a loved one), your plan must also be modified. I provide customized wealth management services that continue to evolve with my clients' needs, goals, and risk tolerances. My roles as husband, father, and Branch Manager have given me firsthand knowledge of the impacts of daily life on financial success and burdens. My experiences, both personal and professional, will aid me in helping you to accomplish your financial goals. My areas of investment focus include retirement planning, IRA Strategies, wealth management services, financial advisory.

Prior to joining Wells Fargo Advisors in 2009, I worked for ten years at Smith Barney. I have previously held positions as a Financial Advisor, Assistant Branch Manager, and currently as a Branch Manager. I achieved a Bachelor of Science in Finance and Marketing from Trinity University. I earned the CERTIFIED FINANCIAL PLANNER™ practitioner designation from the College for Financial Planning in 2005. I also currently hold a license for the Series 7, 65, 63, 9, 10, and 3.

I am happily married, and we are proud parents of two sons and two daughters. Away from the office, I enjoy playing golf, fishing and spending time with my family.