I was born in Texas and raised in the Houston area before enlisting in the United States Navy. I served five years on active duty, including three deployments, an experience that shaped my discipline, resilience, and commitment to service. After completing my military service in 2023, I transitioned back to civilian life with a renewed focus on building a future for my family.
I earned my bachelor’s degree in Criminal Justice from the University of Houston–Downtown in 2024. Toward the end of my studies, it became clear that a career in that field would not be the best long-term fit for our family. With the encouragement and support of my wife, Carol Ann, I pursued my longstanding passion for personal finance.
I am currently an Aggie. Personal finance deeply interests me, and working as a wealth manager allows me to serve others by helping them steward their resources wisely, plan intentionally, and build long-term financial confidence.
Outside of work, I enjoy spending time with my wife, our daughter, and our two Australian Shepherds. I love staying active, being outdoors, following just about any sport (Go Navy beat Army!), and making the most of the time I’ve been given.
I became a financial advisor to do more than manage portfolios. I wanted to make a genuine difference in people’s lives. Money shapes nearly every decision we make, and when guided with purpose, it becomes a tool for freedom, confidence, and legacy. I believe true financial advising is about more than numbers; it’s about stewardship. My goal is to empower every client with the knowledge, confidence, and partnership they need to make intentional financial decisions and build a lasting sense of independence and success.
