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My Experience

I have the client—and only the client—in mind.

With more than 25 years of strategic business and financial planning experience, I can help you craft practical investment strategies that define financial objectives, focus on goals, and manage risk.

I started my career at the CPA accounting firm of Grant Thornton. There, I created estate and tax planning solutions for individuals and their families, as well as crafting financial strategies for small to medium sized companies to help implement sustainable organizational growth.

In addition to helping individuals and their families manage their finances, I am active with several professional associations, and advise many local start-ups, established corporations, and nonprofit organizations including:

  • Family Eldercare
  • Lance Armstrong Foundation
  • Austin Community Foundation
  • Green Canary Sustainability Project
  • SafePlace
  • El Buen Samaritano Episcopal Mission

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, my personalized service focuses your needs, wants, and long-term goals.

I have years of experience in financial services. I can help you address your needs of today and for many years to come. I look forward to working with you.

Contact Me