Williams Tower, 2800 Post Oak Blvd, Suite 4100, Abbott, Texas, 77056
Alief, Alta Loma, Alvin, Alvin-pearland, Ames, Anahuac, Angleton, Angleton-rosharon, Arcadia, Arcola, Atascocita, Bacliff, Bailey's Prairie, Barker, Bayou Vista, Baytown, Beach City, Beasley, Bellaire, Boling, Bonney, Booth, Brazoria, Brazoria-west Columbia, Brazos Country, Brookshire, Brookside Village, Bunker Hill Village, Channelview, Clear Lake Shores, Cleveland, Clodine, Clutch City, Clute, Conroe, Cove, Crosby, Cut And Shoot, Cypress, Damon, Danbury, Danciger, Dayton, Dayton Lakes, Decker Prairie, Deer Park, Dickinson, Dobbin, East Bernard, El Lago, Fairchilds, Fresno, Friendswood, Fulshear, Fulshear-simonton, Galena Park, Galveston, Glen Flora, Grangerland, Gridiron, Guy, Hedwig Village, Hempstead, Highlands, Hillcrest, Hilshire Village, Hitchcock, Hockley, Holiday Lakes, Houston, Huffman, Hufsmith, Humble, Hungerford, Hunters Creek Village, Iowa Colony, Jacinto City, Jamaica Beach, Jersey Village, Katy, Kemah, Kendleton, Kenefick, Kingwood, Lake Jackson, La Marque, La Marque-hitchcock, Lane City, La Porte, League City, Liberty, Liberty-dayton, Lissie, Liverpool, Magnolia, Manvel, Meadows Place, Missouri City, Monroe City, Mont Belvieu, Montgomery, Morgan's Point, Nassau Bay, Needville, New Caney, Newgulf, North Cleveland, Northeast Harris, Northeast Wharton, North Houston, Northwest Harris, Oak Ridge North, Old Ocean, Old River-winfree, Orchard, Orchard-kendleton, Panorama Village, Park Row, Pasadena, Pattison, Patton Village, Pearland, Pine Island, Piney Point, Piney Point Village, Plantersville, Pleak, Pledger, Plum Grove, Porter, Prairie View, Raywood, Richmond, Richwood, Roman Forest, Rosenberg, Rosenberg-richmond, Rosharon, San Felipe, San Leon, Santa Fe, Seabrook, Sealy, Shenandoah, Shoreacres, Sienna Plant, Sienna Plantation, Simonton, Southeast Harris, Southeast Montgomery, South Houston, Southside Place, Splendora, Spring, Spring Valley, Stafford, Stafford-missouri City, Stagecoach, Sugar Land, Sweeny, Taylor Lake Village, Texas City, Texas City-league City, The Woodlands, Thompsons, Tiki Island, Todd Mission, Tomball, Waller, Wallis, Wallisville, Webster, West Columbia, Weston Lakes, West University Place, Wharton, Willis, Woodbranch, Woodloch
(346) 200-4440
With over two decades of financial management experience, I’ve worked at innovative startups, as well as Fortune 500 companies such as Exxon and Dell, where I worked as a senior principal consultant and product manager. I am licensed to do business in Texas, Louisiana, Florida and South Carolina and have a master's degree in international finance from Pepperdine University.
A native Texan, my experience ranges from working in the oil, gas and technology fields to managing people’s assets for over 20 years — designing more than 250 financial plans throughout my career. Decoding the many intricacies involved in the financial modeling and investment management process is what I do best: providing my clients with the tools and insight they need to achieve their financial goals.
No reviews yet. Be the first to write a review!
