Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
A resident of Houston, TX, I have 25+ years of professional experience as a Financial Advisor with the same company. I am a graduate of Deerfield Academy and Dartmouth College and I have three children.
I am active at St. John the Divine Episcopal Church and The Council for Alcohol and Drugs Houston.
I am a past board member of Langham Creek National Bank, General Agents and Managers Association of Houston, Houston Association of Life Underwriters, and Houston Humane Society.
I enjoy motorcycling, Ashtanga yoga, golf, crime fiction, and playing sports with my children.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies