I was raised in Cypress, Texas, and attended Sam Houston State University, where I earned my degree in Finance with a minor in Marketing. I was drawn to personal finance because it allows me to combine my analytical background with my desire to help people on an individual level. With several years of experience in the industry, I enjoy helping individuals and families better understand their financial picture and make confident, informed decisions.
I bring a competitive, growth-oriented mindset to both my personal and professional life, and I am currently preparing for the CFA Level I exam to continue expanding my knowledge of investment analysis, portfolio management, and financial markets.
Outside of work, I enjoy spending time with my wife, family, and friends, following the Astros, Rockets, and Texans, and exploring Houston’s local food and music scene. I also enjoy staying active through golf, skiing, travel, and running, having completed three marathons.
