Qualifications

Before beginning my career in the financial services industry, I earned a BA in Finance from the University of Houston. In 1991, I joined Merrill Lynch, where I became a Certified Financial Manager. I joined RBC Wealth Management in 1999. In 2005, I earned the  CERTIFIED FINANCIAL PLANNER™ certification  (CFP®) from Rice University and an Accredited Wealth Manager from the University of Michigan. In 2005, I was selected to join the President’s Council designation from RBC Wealth Management which was reserved for the top 20% of the financial advisors at the firm. Since 2012, I have been awarded the Chairman's Council designation from RBC Wealth Management, which is reserved for the top 150 financial advisors at the firm. Based on my success in building a fee-based wealth management practice, I was selected to join RBC Wealth Management’s exclusive Consulting Group. I am the current host of “Your Money” on AM 700 KSEV - The Voice of Texas and have been a weekly guest on Money Mondays seen on News24Houston. In 2009, I was named one of the top financial professionals focusing in retirement income management by Consumer's Research Council of America. In 2011, I was named as one of the Top Wealth Managers in Texas by Newsweek Magazine. I have also been named to the 2020, 2021, 2022 and 2023 Forbes Best-In-State Top Wealth Advisor lists in the U.S.

Personal

I am a native Houstonian, currently living in West Houston with my two children, Taylor and Joshua. We believe strongly in taking an active role in the community through a variety of organizations, such as SPCA, CAPS, Depelchin Children's Center and SIRE. When not spending time with my family, my interests include flying, golf, traveling and spending family time at our place in Chappell Hill, TX where I love working with my horses and cattle.