As a Registered Investment Adviser and broker with FINRA and other self-regulatory organizations, both locally and internationally, I understand that financial planning encompasses more than just investment decisions. It's about what your money can achieve—for you, your family, and your community.
With over nine years of experience as a top U.S. financial consultant, I hold licenses in various states across the United States. Based in the Houston, Texas area, I serve clients nationwide, utilizing the latest digital communication technologies.
Beyond my professional life, I cherish spending time outdoors with my wife and daughter, exploring our nation's beautiful parks. This love for family and nature inspires my practice's mantra: empowering you to align your finances with your principles.
I am committed to understanding your unique story and working diligently to help you narrate it with purpose and confidence. Knowing your goals and dreams is just the beginning; together, we'll bring them to fruition by growing your wealth through personalized investment advice, strategic portfolio allocations, ethical investing options, savings coaching, and more.
My passion lies in trading and investing—a field that excites me and showcases my expertise. I believe that by prioritizing what's right for my clients, I can help them achieve success while also realizing my own. It's that simple. Beyond teaching you to become a successful technical trader, I aim to expand your mindset in unexpected and rewarding ways.
If you're ready to take control of your financial future, let's connect: