Since 2005 with UBS, I have helped my clients navigate through some rather uncomfortable market volatility and difficult economic times. We were able to do so because we had a plan in place that focused on each client's personal financial goals. With my clients, I emphasize asset allocation and total portfolio management with a focus on retirement income planning. My bachelor’s degree in management is from Texas Tech University. My interests include Texas Scottish Rite Hospital for Children, Education Reform in Dallas and all outdoor activities.

• B.S., Texas Tech University

• Series 7, General Securities Representative
• Series 66, Investment Advisor Representative
• State of Texas, Life and Health Insurance Licensed

• Past President- Volunteer Executive Committee, Texas Scottish Rite Hospital for Children
• Past President - Communities in Schools, Dallas Region Fan Club

CA, CO, CT, FL, LA, MO, MT, NY, OK, SC, TX