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

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...

Outlook 2023

Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance. Whether it’s about the markets and global economy or what’s happening in our local...

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...

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