Why I can help you
For the past 37 years, I have been a Financial Advisor working with successful individuals to help them plan for their future and manage their personal investments.
As changes in the lives of my clients occur, we adapt their plans and their investment portfolios to meet those changes. We keep risk and expectation balanced as their investing priorities change.
Complete confidentiality, attentive service and customized advice from a seasoned financial services professional are the reasons why my clients come to me and stay with me. The Royal Bank of Canada, RBC Wealth Management's parent company, is one of the strongest banks in North America.
My career in financial services began following a decade in the oil services industry where I held the position of Manager for marketing and strategic planning for a global oilfield equipment manufacturer.
Who I am
I am a fourth generation native Texan from El Paso who has lived in Houston since the mid-70's. My occupation is my avocation. I am always intrigued by how our world changes with the technology landscape. Other than attention to my clients, translating how these days of miracle and wonder can reveal investment opportunities is the most fulfilling part of my client care.
I am a Bachelor of Arts graduate of the University of Texas at Austin and attended graduate school in International Affairs at Ohio University.
In my spare time I enjoy my grandchildren, reading and writing and gardening.