Qualifications
With more than 25 years of experience in the financial services industry, I have been involved in many different aspects of the capital markets and provided advice to both individual and institutional clients. I spent 15 years trading in the bond market, which gives me a unique perspective into the underlying credit of all types of debt securities and allows me to provide valuable advice in building custom fixed income portfolios. I also have 10 years of client investment relationship experience, which allows me to implement a strategic wealth management plan for all risk profiles. I received a Bachelor of Arts degree in economics from the University of Texas at Austin and hold the Series 7, 63, 66, and 24 Principal FINRA licenses.
Personal
I am a native Houstonian and currently live in the Houston area with my wife and three sons. When not spending time with my family, I enjoy golfing, fishing, and hunting in the South Texas.
