Monday - Friday - 8:00am-5:00pm
Saturdays available by appointment only
My interest in finance came at an early age. It all started with my grandparents. My grandfather was a man who worked hard every day without complaint, and my grandmother was known for her ability to save money. Together, they saved almost everything they made, and between the two of them amassed around a million dollars. I always admired them for this, but as I grew older, I found myself wondering if there was a better way, a faster way. I wanted to have my money working for me just as hard as I worked for it. This was the first step to becoming financially free.
This same mentality led me to pursue a business degree from Texas Christian University. After graduating, I came back home to build my practice in Palos Verdes. I wanted to help those around me to become financially free as well.
My branch team consists of myself and my wonderful branch office administrator, Diane Cotton. Together, we use an established 5-step process to make each client feel understood, informed and in control of their financial life. We are excited to partner with our clients, learn about what's important to them and assist them in achieving their long-term financial goals.
Outside of the office, I enjoy spending time with my friends and family, traveling, fishing and going to the gym... At least, I enjoy pretending like I am serious about going to the gym.