I am a financial advisor and CFA charterholder with 7+ years in financial services and a Series 7, Series 66 registrations and life and health insurance license.
My focus is comprehensive financial planning and investment management for healthcare professionals, higher education employees, small business owners, pre-retirees, and anyone who has built a solid income but never had a real plan to go with it. I work with clients at institutions including UT MD Anderson, the University of Texas System, and Texas State University, as well as other professionals navigating job changes, relocations, and major life transitions.
What I Focus On:
- Retirement income planning
- Employer-sponsored retirement plans (403(b), 457(b), 401(k))
- Investment analysis and allocation
- Insurance-based asset and lifestyle protection planning
- Education savings planning
My Philosophy: Your Family CFO:
Most people are great at their careers and great at living their lives. What they're not great at - and shouldn't have to be - is managing the financial complexity that comes with that success.
That's where I come in.
Think of me as your family CFO. Your job is to focus on the day-to-day of living your life. Mine is to make sure every dollar you've earned has a role to play in helping you get to where you want to go. I keep you informed of what you need to know, handle the details you shouldn't have to worry about, and stay ahead of problems before they actually become problems. It's my job to fully understand and plan for anything else you're concerned about before panic is ever required.
In practice, that means meeting formally at least once a quarter, keeping your financial plan continuously up to date, and always driving implementation forward rather than waiting for you to bring something to my attention.
Who I Work With:
- Healthcare and higher education professionals (UT MD Anderson, the University of Texas, Texas State University)
- Pre-retirees planning the shift from saving to spending
- Households who've never had a real financial plan
- Small business owners
- Professionals navigating a job change or a move to a new state
I am currently accepting new clients. If you'd like to connect, feel free to reach out directly
Outside of Work:
I'm an average golfer, diehard sports fan, and local restaurant explorer. My fiancee, Karah, and I share a fur-baby named Hope.