I am a native Houstonian and a graduate of the University of Houston, with a Bachelors Degree in Finance, and Certificate in Global Energy Management. Originally I was a Hotel and Restaurant Management major with aspirations of becoming a sommelier. It was at the Four Season’s Hotel where I met my wife, Nikki, who encouraged me to chase my other passion, the stock market. We have two sons, Elijah and Ethan.
I was at Morgan Stanley during the ’08 financial crisis and spent the majority of my career with JP Morgan Chase. I joined the Blue Maple Financial team just before everyone was sent home due to the Covid 19 pandemic. I have always enjoyed working with clients with the goal of not just being their Financial Advisor, but a partner who works with clients through their financial endeavors. Though most financial decisions are just math, there is emotion in every situation that he helps clients through.
Outside work I enjoy just about any sport, love to entertain, and enjoys traveling. I don’t plan on retiring early but do plan on having a beach house in Thailand, where my wife is from. For now, I am happy to take one beach and one ski vacation annually.
(06/20)