My Profile | Network In Action
  • Basic Information

  • Company
    STA Wealth Management
  • Phone
  • Mobile phone
  • Email
  • What is your "why"? Why do you do what you do?
    Initially I was drawn to investing, at a young age, by my grandfather. Soon after starting in the financial services industry, I realized the power of full financial planning for both executives and business owners. I joined STA to take my career further to add estate planning and tax advice, in addition to comprehensive wealth management.
  • About me
    Residing in Katy, TX where I grew up, I am happily married with elementary aged children. A former Marine, I am actively involved and serve as a Vice Chairman on the Armed Forces Appreciation Committee with the Houston Livestock Show and Rodeo. My free time is spent on kids' sports and all things Disney (World, Land, Cruise Line) as I enjoy being a kid on the side.
  • Profession
    Wealth Management and Financial Planning
  • Title
    Senior Wealth Advisor
  • Hobbies and interest
    I enjoy half-marathons, food and wine, all things Disney, and Houston Sports Teams (Astros, Rockets, Texans - in that order).

    My hobbies and interests revolve heavily around spending time with my children.
  • Website
  • Education

  • College / University
    University of Houston
  • Graduation Year