Originally from Little Rock, Arkansas, I graduated from the University of Texas at Austin with both a BBA in Finance and an MBA. Prior to joining our team, I had an extensive career in the high-tech industry working for Hewlett-Packard, Dell Technologies, and a small supply chain software company including significant global projects and international travel.
I currently live in Arvada and am blessed to be close to my two sons who live in Colorado. I am a dedicated sports fan, and especially enjoy playing tennis and pickleball. I also enjoy serving on the non-profit board of the Children’s Foundation International, attending Flatirons Community Church, coaching youth sports, and spending time with friends and family.
I pride myself on being a good listener, a good teacher, impeccably honest, and transparent. My approach to investment management is straightforward and process focused. First, I will get to know you as an individual, including your unique needs, wants, values, goals, and investment objectives. Then, I will work closely with you to develop and implement a customized financial plan and investment strategy designed to meet your short and long-term financial objectives. Finally, I will monitor and review your progress with you on an ongoing basis. I will coach you to continue working your plan, and I will help you make adjustments aligned with your changing circumstances.
I look forward to earning your trust so that I can be your long-term financial advisor and partner to help achieve your goals.
Raymond James is not affiliated with the above organizations and/or charitable causes.
AAMS® and Accredited Asset Management Specialist℠ are registered service marks of the College for Financial Planning.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
