An experienced and committed team

Recognized as an industry leader:

• Barron's Top 1,200 Financial Advisors, 2024
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• UBS Wealth Management Chairman’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

Education

• University of Louisiana Monroe, B.B.A. - Finance: 1993

Credentials

• Portfolio Manager

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Multi-generational families

Financial planning

Investing

Asset allocation

Recognized as an industry leader:

• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Education

• Texas Tech University, B.A. - Psychology: 1977

Education

• Bucknell University, B.A. - Political Science, Psychology, Spanish

Education

• University of Texas - San Antonio, B.B.A. - Management: 2019