My goal is to make a meaningful difference in each of my clients’ lives by maintaining the highest standards of integrity and professionalism in my relationships. I specialize in wealth accumulation, preservation and transfer, so you can leave a lasting legacy for those you hold dear. By building relationships with you, your family and professionals, I can help you navigate the complexities of your wealth so you can focus on your career, passions and loved ones.
I graduated with my Bachelor of Business Administration degree from Texas Tech, and my MBA from Texas State University. I was born and raised in Austin, Texas, and spend my free time ranching, specializing in purebred Charolais cattle. I am also an active member of the Church of Christ, and a member of the Texas & Southwestern Cattle Raisers Association.
I am licensed in California, Delaware, Georgia, Illinois, Mississippi, Ohio, Texas, Washington and Wisconsin.