With more than 40 years of experience in advising high net worth individuals on their wealth management issues including investment planning, estate planning, philanthropy, liability management and entity creation, I bring the knowledge, experience and judgement to be the primary source of wealth managment advice coordinating with your other advisors.  My clients include current or retired business owners and sellers, executives, professionals, and those that have gained wealth through inheritance or divorce.

Registered States:
AR, AZ, FL, GA, MD, MT, NC, NM, NY, PA, SC, TN, TX, VA

I selectively represent high net worth investors that inclued entrepreneures, executives, retirees, families and divorcees.  It is the goal of our team, supported by the global resources of UBS, to achieve seamless client interaction through our guidance in all areas of wealth management that include: Portfolio management, cash flow, liabilities, tax planning, estate planning and charitable giving.

Registered States:
AR, AZ, FL, GA, MD, MT, NM, PA, SC, TX, VA

I began my career 40 years ago in 1980 in New
York City with PaineWebber which has since
become UBS. I had the opportunity to build our
firm's custodianship and trust company and was a
spokesperson on behalf of our research
department before finally landing in Texas as a
branch manager, assistant complex director,
divisional business manager, and now the Assistant
Market Head for the South Texas Market.

My professional achievements and education
- Certified Private Wealth Advisor (CPWA)
- Certified Investment Management Analyst (CIMA)
- Certified Exit Planning Advisor (CEPA)
- Chartered Retirement Planning Counselor (CRPC)
- Series 3, 7, 8, 63 & 65 licensed
- Licensed for life, accident and health, long term care and annuities
- Bachelor of Fine Arts, Missouri State University
Making a difference in my community
– Board Member, Houston Livestock Show and Rodeo
- Trustee, Missouri State University Foundation
- Supporter of Books Between Kids, Lady Lambs, and Bel Inizio

Registered States:
LA, MO, MT, NY, OK, TX, WA

Registered States:
NM, TX

Registered States:
TX