At its core, wealth planning is about people, not portfolios.

For the past 20 years as a Financial Advisor, I've had the privilege of helping individuals, families, business owners, and retirees navigate life's financial opportunities and challenges. My goal is to provide thoughtful guidance and personalized strategies that help clients make confident financial decisions while remaining focused on what matters most to them.

One of the most rewarding aspects of my career is the relationships I've built over the years. I believe the best advice starts with listening. By taking the time to understand each client's goals, concerns, values, and aspirations, I can help develop strategies tailored to their unique circumstances. Whether helping clients prepare for retirement, navigate major life transitions, support charitable causes, or create a lasting legacy for future generations, I take great pride in being a trusted resource and meaningful part of their lives. Many of our client relationships span multiple generations, and it is a privilege to help families make important financial decisions through every stage of life.

As a member of The Kroll Group of Wells Fargo Advisors, I work alongside a team of experienced professionals committed to delivering personalized advice and exceptional service. We believe the best wealth plans are built around people, not products, which is why we invest the time to understand each client's unique goals, concerns, and priorities before offering recommendations.

One aspect of our practice that sets us apart is our desire to meet clients where they are. While technology allows us to stay connected in more ways than ever before, we still value face-to-face conversations and often visit clients in their homes. These meetings provide a deeper understanding of what is truly important to them and allow us to build stronger relationships that extend far beyond investments and account statements. We have found that seeing clients in their everyday environment often leads to more meaningful conversations and a greater appreciation of their goals, priorities, and the legacy they hope to create.

Every relationship begins with a three-meeting discovery process designed to help us truly understand what matters most to you. During these conversations, we discuss your goals, concerns, current financial picture, and the opportunities available to help you pursue your objectives. Just as importantly, the process allows you to get to know us, our team, and our approach to serving clients. We believe successful relationships are built on trust, communication, and a shared commitment to long-term success, and these initial meetings help establish that foundation.

Prior to becoming a Financial Advisor, I spent 27 years with Xerox Corporation in progressively senior sales, sales management, and product management roles. Those experiences taught me the importance of building relationships, understanding individual needs, and earning trust through exceptional service, principles that continue to guide my practice today. I earned a Bachelor of Science degree in Finance from the University of Cincinnati and completed extensive financial planning coursework through Rice University and the University of Houston.

Giving back to the community has always been important to me. I serve on the Board of Directors and volunteer with Easter Seals Greater Houston, supporting veterans and adults with special needs. In honor of my parents, I am also a member of the Alzheimer's Association Speakers Bureau, helping provide education, resources, and support to individuals and families affected by the disease.

Outside of the office, I enjoy traveling, cooking, and cheering on my favorite Texas sports teams, including the Houston Rockets and Texans. Above all, I value the time I spend with family, friends, and serving organizations that make a positive difference in our community.


CA Insurance License Number: 4322711. Resident State TX

At its core, wealth planning is about people, not portfolios.

For the past 21 years, I've been proud to serve clients through Wells Fargo Advisors and its affiliated businesses, helping individuals, families, business owners, and retirees build, preserve, and transition wealth while staying focused on what matters most to them. My goal is to help clients make thoughtful financial decisions with confidence while providing guidance through each stage of life.

One of the most rewarding aspects of my career is the relationships I've developed over the years. I genuinely enjoy getting to know the people and families I serve, understanding their values, and becoming a trusted resource through life's milestones and challenges. Whether helping clients prepare for retirement, navigate the loss of a loved one, support charitable goals, fund a child's education, or transfer wealth to future generations, I take great pride in being a meaningful part of their lives. Many of our client relationships span multiple generations, and we consider it a privilege to help families make important financial decisions through every stage of life.

As a member of The Kroll Group of Wells Fargo Advisors, I work alongside a team of experienced professionals dedicated to delivering personalized advice and exceptional service. We believe the best wealth plans are built around people, not products, which is why we invest the time to understand each client's unique goals, concerns, and aspirations.

One aspect of our practice that sets us apart is our desire to meet clients where they are. While technology makes it easier than ever to stay connected, we still value face-to-face conversations and often visit clients in their homes. These meetings provide a deeper understanding of what is important to them and allow us to build stronger relationships that go beyond account statements and performance reports. We have found that seeing clients in their everyday environment often leads to more meaningful conversations and a greater appreciation of their goals, priorities, and the legacy they hope to create.

Every relationship begins with a three-meeting discovery process designed to help us truly understand what matters most to you. During these conversations, we discuss your goals, concerns, current financial picture, and the opportunities available to help you pursue your objectives. Just as importantly, the process allows you to get to know us, our team, and our approach to serving clients. We believe successful relationships are built on trust, communication, and a shared commitment to long-term success, and these initial meetings help establish that foundation.

Outside of the office, I enjoy spending time with my wife, Kellie, and our son, Lawson. I'm also an avid golfer, fisherman, and woodworking enthusiast. Above all, family remains my greatest source of pride and inspiration.

CA Insurance License Number: 4512778. Resident State TX.