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?

The Worst May Be Behind Us

First, we want to acknowledge the tremendous damage and displacement caused by Hurricane Ian. Our thoughts are with those impacted by this devastating storm. This has clearly been a challenging year for households. Stocks and bonds are both down significantly....

The Best and Worst of Times

When it comes to stock market performance, August was “the best of times, and the worst of times.” The strong market rally that peaked in mid-August was viewed by many analysts as a transition from a bear to bull market, based on the surge in breadth that stocks...

Markets Rarely Give Us Clear Skies

Markets rarely give us clear skies, and there are always threats to watch for on the horizon. But the right preparation, context, and support can help us navigate what lies ahead. So far, this year hasn’t seen a full-blown crisis like 2008-2009 or 2020, but the ride...

Bull Markets are Born on Pessimism

The bull market that began in March of 2020 came dangerously close to an end. From March 23, 2020 through January 3, 2022, the S&P 500 Index gained 114% (excluding dividends). From that January 3 closing high through the recent low on May 19, the S&P 500 fell...

Patience May Be Rewarded

As we move into spring and leave behind the last signs of a long winter, many worries from a chilly start to the year for markets, unfortunately, are still with us. The S&P 500 Index had its worst April in more than 40 years, leaving the index down over 13% for...

Optimize Your Finances Today!

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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