[email protected]
239-260-6057

Looking Out for What Matters Most: You
I will help you develop and implement a long-term investment strategy that reflects your aspirations and priorities. We’ll work together to prepare an individually tailored plan to help you achieve your financial goals. I will also provide you with market insights, share investment strategies appropriate for your situation, and track the performance of your portfolio.
About Me
I have more than 25 years of experience delivering comprehensive investment, planning, and financial solutions to clients. I hold a Bachelor’s degree from University of Houston C. T. Bauer College of Business. In my free time, I enjoy cooking and traveling.