Focus

In my role as Managing Principal, I help clients define their goals (what I call the “its” of life).  Alongside my clients; I create a plan to help meet the financial needs of those goals.  Beyond investment advice, I assist my clients with their full financial picture.  Creating an investment plan is more than just saving for retirement for most people.  Monetizing those “its” of one’s life is crucial to creating a successful investment plan.  I use a client’s priorities and my expertise to help make their financial goals a reality.

Making sure a client’s wealth continues to work in support of the goals they have established takes careful planning.  Such planning is not a single event – it is a process.  As circumstances change, so will the investment strategies I use to stay on course toward meeting their objectives.


Background and experience

With a degree in Finance and Marketing, I graduated from the University of Texas at Austin.  My business, financial experience and knowledge are based upon being a small business owner, investing in real estate and working extensively in the technology and mortgage industries. 

I openly discuss all aspects of a client’s financial life with ease.  I believe my clients appreciate the deep level of trust felt when working with me.  They trust me to take care of them.  I take that very seriously, and yet am able to have every client or prospect laugh at least once during our meetings.


Away from the office

My wife Shelley and I are native Texans and are proud to call Austin home for over 30 years.  We have two very different and never-ending sources of entertainment in the form of daughters.  In addition to various civic and charitable activities, I enjoy watching movies, 30 minute sitcoms, playing poker and beating my brother in racquetball.


CA Insurance License Number: 4304349. Resident State TX

Focus

For my entire life, I have always strived to go above and beyond. As a Financial Advisor at Vision Wealth Group, I believe that understanding what is important to my clients and their families is the only way to give proper recommendations and craft strategic plans for them. It’s a personal promise I make to help my clients achieve their most closely held goals while building, managing, preserving, enjoying, and transitioning their wealth. My goal is to be a skilled, open-minded, and reliable professional who goes out of their way to build a close relationship with clients – and always provides more value than expected.

Background and experience

Throughout my 15+ years in financial services, I’ve always had to build my own success. Having started at Wells Fargo Bank in 2007 before becoming an advisor in 2015 and transitioning to Wells Fargo Advisors, I have a deep understanding of the detail-oriented operational side of the business. This gives me a unique perspective for problem-solving as well as a mastery of the day-to-day mechanics of managing my client’s wealth. Fueled by a lifelong ambition for freedom, I went independent with Vision Wealth Group to pair their vast resources with my personable approach and critical thinking skills to deliver a client experience that aspires to consistently go above and beyond expectations.

Away from the office

Another role I endeavor to go above and beyond in is being a Mom to my daughter Reese. For me, having a purposeful career is not just about helping my clients or putting food on the table – it’s about setting an optimistic example by succeeding in an industry that often overlooks women. When I do manage to get some time to myself, you’ll find me on the sand volleyball court, country dancing, or just spending quality time with friends and family.


California Insurance License 0M26009. Resident State TX.

Focus 

I am passionate about helping people feel confident and empowered in their financial lives – especially navigating major life transitions like career changes, liquidity events, retirement, marriage and divorce. As a CERTIFIED FINANCIAL PLANNER™ and a Certified Divorce Financial Analyst®, I take a full-picture approach to planning. That means I don’t just focus on numbers – I take the time to understand each client’s goals, values and priorities so we can build a strategy that truly fits their unique life. Whether we’re talking about investing, tax strategies or planning for retirement, my goal is to make the process approachable, thoughtful and actionable.

Background and experience

I’ve spent nearly a decade in the financial services industry, with experience spanning investment planning, fintech consulting and financial education. Currently, as a financial advisor with Vision Wealth Group (VWG), I support clients with holistic personalized strategies.

I graduated from Louisiana State University with a B.S in finance through the CFP® Board-Registered Program – Geaux Tigers! My career began at Wells Fargo Advisors, growing from intern to analyst to advisor. There, I co-managed a book of business and gained a deep appreciation for the impact of client-centered planning.

In my next role, I expanded my skills through a consulting contract for a fintech startup focusing on AI. While there, I was able apply my technical skills in data analysis, Excel modeling, and coding fundamentals to study stock market trends and their correlation with current events.

Prior to VWG, I was a Financial Planner at Ellevest, a mission-driven investment platform and planning firm designed by and for women. I guided clients through every step of the planning journey-from initial conversations to in-depth wealth planning. I also led various educational series on investing, taxes, estate, retirement and divorce planning.

Away from the office

I care deeply about creating space for more women to thrive in finance and mentor young professionals starting their careers. Outside of work, you can find me running Lady Bird Lake, thrifting with my fiancé, Taylor, or playing with my two orange cats, Ophelia and Elmer, while listening to my current favorite vinyl. Born and raised in New Orleans, I also developed a deep love for great food and always appreciate a memorable meal.

_{*The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.}

Focus

My role as a Client Associate is focused on supporting the team through day-to-day operations and client service. I assist with preparing for client meetings, managing follow-ups, and supporting account-related requests. I also serve as a point of contact for client inquiries and help ensure each interaction is handled efficiently and professionally. My goal is to keep operations organized and running smoothly.

Background and experience

I graduated from The University of Texas at Austin in May 2025 with a B.A. in Economics. During my time at UT, I participated in the Women in Business organization, where I was introduced to strong leaders and mentors who exposed me to a variety of career paths, including finance. I began my career in January 2025 as an intern at Charles Schwab and continued with the firm full time after graduation as a Financial Services Representative. After earning my FINRA Series 7 and 63 registrations, I assisted with money transfers, trade execution, and account maintenance for clients.

I joined Vision Wealth Group in February 2026 as a Client Associate, where I continue to support clients and work closely with financial advisors by providing administrative and operational support.

Away from the office

Having grown up in Houston, I was excited to continue my journey in Austin after graduating college. In my free time, I enjoy exploring the city—trying new restaurants, spending time outdoors at Zilker, or relaxing at Barton Springs. I’m also passionate about traveling and enjoy discovering new places with friends and family.