Our Team

“Every decision and outcome has a financial impact on your life. I am dedicated to listening to what you want to achieve and provide comprehensive investment planning strategies designed to help build and protect your wealth.”


With over 10 years of experience as a Financial Advisor, my role is to serve as an advocate for your overall financial success and put a plan in place to meet your specific needs. As challenges and opportunities come up, I am here to listen, discuss options and put you in a position to help make the best possible decisions for you and your family.

Prior to my career as a Financial Advisor, I spent 27 years at Xerox Corporation in progressively more senior sales, sales management and product management roles. My educational background includes earning my BS degree in Finance at the University of Cincinnati.

I’ve dedicated myself to providing comprehensive financial advice and have completed a series of courses on financial planning at both Rice University and University of Houston in preparation for earning my CERTIFIED FINANCIAL PLANNER^TM certification.

Community and family commitments are very important to me. I serve on the Board of Directors and as an active volunteer for the Easter Seals of Houston and provide assistance and services for veterans and adults with special needs. In honor of my parents, I am a member of the speakers’ bureau for the Alzheimer’s Association in Houston which provides information about the disease, helpful resources and education, and becoming a caregiver.

My other interests include traveling and cooking. I am an avid Texas sports fan and support the Houston Rockets and Texans.

"I put your financial needs firmly at the heart of everything I do. In my experience, each person is unique, so I dedicate the time to understand your personal or business objectives so I can deliver solutions that are right for you."


With over 14 years of experience in the financial services industry I take pride in understanding your planning needs, identifying potential options and clearly explaining the alternative solutions to help achieve your financial objectives.

After attending the University of Houston with a focus in Finance, I began my career as a Consumer Banker with the Bank of Texas for two years. I then moved to Wells Fargo & Co. in 2005 where I worked as a Banker, then as a Senior Registered Client Associate at Wells Fargo Advisors. This provided me with valuable insights and experience delivering exceptional service.

I transitioned to becoming a Financial Advisor in 2016 and have recently joined The Kroll Group of Wells Fargo Advisors where we work with clients to build, manage, preserve and transition their wealth.

Providing superior client service is a critical part of helping achieve your goals. That’s why, when there are questions, I am available via phone, email or in-person to provide the advice and guidance needed to make the best decision for you and your family.

Away from the office, I'm passionate about helping the community through various volunteer efforts. I also enjoy golf, fishing, and woodworking. My wife Kellie and I, live in Richmond, with our son Lawson. Being a father and spending time with my family brings me the greatest joy.

Prior to joining Wells Fargo Advisors, I began my career in a leadership training program (LEAP) at BBVA where I transitioned into their Global Wealth group as a Relationship Support Specialist. This role provided me with valuable experience handling the unique needs of high net worth clients. 

I graduated with a bachelor’s degree in Finance from Baylor University in 2018. While at Baylor I spent a semester as an analyst for the Philip M. Dorr Investment Fund and was a part of the Titans of Investing network. In 2017, I interned at Teacher Retirement System of Texas (TRS) in their investment accounting division.
 
I am a native Houstonian, and I currently reside in Rice Military with my husband, Grant. Together we are active members of our church, where we are involved in several outreach programs.


CA Insurance License Number: 2534532. Resident State TX