Biography

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

Education

Southern Methodist University BBA Finance (1982 - 1987)

Hobbies

Tennis
Golf
Travel
Cooking

Focus Areas

  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)
  • Business Owners
  • Retirement Income Planning
  • Retirement Strategies
  • Charitable Giving
  • Group Benefits
  • Business Succession Planning
  • Estate Planning

Languages

  • English
  • Spanish

Set-up an Appointment

Fortuna - A digital investment platform & a dedicated financial advisor

CRN202008-234829

Check the background of this investment professional on FINRA's BrokerCheck