I use my knowledge and experience to help you weather the storms, avoid the shoals, and fight off the pirates in your financial oceans.”


Optimize Your Finances Today!

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I work with you to create a portfolio perfectly tailored to your financial goals.  As an independent advisor, I’m not tied to any corporate bottom line so your needs are my top and only priority.  I work with a select group of families and businesses helping them manage and work towards their financial goals and objectives. Investing, protecting, retiring, and legacy. What do you want to do?


financial planning

A comprehensive picture of your current finances allows us to map a path from where you are to where you want to be.


Putting your money to work for you is key to working toward your financial goals sooner and more efficiently.


Planning for retirement early means you can maintain dignity, self respect, and financial independence.

estate planning

Everyone’s destination is the same – the journey, now that’s where the magic happens. What kind of legacy do you want to leave?


Life Insurance
Disability Income Insurance
Long-Term-Care Insurance

Financial coaching

Debt Control
Escape the Paycheck to Paycheck Spiral

Better-Than-Expected First Half

As we finalize the log on the first six months of 2023, we believe there’s value in reflecting on recent months gone by. Doing so can help crystallize key learnings and help chart a course through the rest of the year. Looking back on the first half of 2023, it’s...

Investor Sentiment Tested

Spring is often thought of as an uplifting time, marked by growth and renewed hope as we emerge from thelong months of winter and look ahead to the rest of year. Investors saw signs of such renewed hope in recentweeks, especially on the inflation front as several...

A Resilient March

The financial markets’ resilient performance during March was striking, despite pockets of uncertainty surrounding the strength of the economy—and not to mention concerns over the durability of the banking system. The ability of the market to navigate nearly two weeks...

SVB Collapse

Financial markets were shaken last week as Silicon Valley Bank (SVB), the California bank subsidiary of SVB Financial Group (SIVB), fell into FDIC receivership. SVB is the first FDIC-insured institution to fail since 2020 and the largest by assets since Washington...

Reasons for Optimism

We wish you a happy New Year and hope you were able to close out 2022 with friends and family. The beginning of a calendar year is often the time when the previous year’s reflections transition to a new year’s hopes. Given the market’s continued instability during...

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1500 Marina Bay Dr #1441
Dock 2, Bldg. 104
Clear Lake Shores, TX 77565


Office: (281) 409-3645
Fax: (888) 416-6214