Background

I have been in the Financial Planning business for more than 20 years and have found that busy lifestyles and juggling commitments and activities from one day to the next, makes it hard to focus on your own personal finances. I know what it's like to be a hard-working and busy professional, which is why I do what I can to make it easier for my clients to work with me. I offer flexibility, personalized service and a comprehensive approach to financial planning. I help my clients plan to accomplish their dreams and goals. With plans in place, they can have more time to enjoy their families, friends, hobbies or careers with fewer nagging financial concerns.

Products and Services

College Financial Planning

Comprehensive Financial Planning

Business Planning (Exit-strategies, Bonus Plans, Employee Benefits, & Tax Optimization*)

Lump Sum Distributions

Qualified Retirement Plans

Long Term Care Insurance*

Life & Disability Insurance

 Professional Qualifications

General Lines Life Accident & Health License, Series 7 and 66

Associations affiliated with:

AAFS – Association of Certified College Funding Specialist and Education Loan Analyst

Katy ISD Education Foundation – Board of Directors

Katy ISD Advisory Board – Board of Directors for Mentoring

Volunteering

Houston West Chamber of Commerce – Chairman of Ambassador Committee Mentor Students at Katy ISD and Past Mentor of the Year

Volunteer at Katy ISD and Past Volunteer of the Year

Junior Achievement Volunteer

Promise to Read at Elementary Schools in Katy

Past President of The Rotary Club

Past Board of Director Financial Planning Association

 Personal

Attended Leeds University, England studying Business and Marketing

Married to Amy with two children Charley age 5 and Christopher age 3

Love to cook, have friends and family over, theater, travelling and playing the piano

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), Financial Representative of Guardian