FINANCIAL INDEPENDENCE
TO YOUR SUCCESS
COMMITTED
STRENGTH & STABILITY
COMPREHENSIVE PLANNING
FOR EVERY GENERATION
Financial planning is about life building—and building lifelong
relationships. Whether you’re starting a family, taking over the family
business, or handing over the reins to live the retirement you earned,
we can help.
ABOUT USrelationships. Whether you’re starting a family, taking over the family
business, or handing over the reins to live the retirement you earned,
we can help.
Phone Number
(832) 681-4630Find Me On
About Me
My goal is to help provide solutions tailored to meet your specific objectives – ideas you may not have considered, and a professional level of service.
AREAS OF RESPONSIBILITY
- Areas of focus include retirement planning, investments, business retirement planning, intergenerational planning, charitable giving strategies, and saving for education
- Serves as a financial advisor for high-net-worth individuals and families
- Provides customized and diversified financial plans to help meet each client’s changing goals and needs
PROFILE
- joined Hilltop Securities in September 2022
- Has more than 20 years of financial services experience
- Prior to joining Hilltop Securities, served as a Private Wealth Advisor for Ameriprise Financial Services, Inc. from 2002 to 2022
- Previously served as an OEM Manager at Formscape, Inc. from 2000 to 2001, the Director of Marketing at SG- Tech from 1998 to 2000, and a Vice President at Digital Workshop Corporation from 1997 to 1998
- Began his career working as the European Sales Manager at Microtek Europe from 1990 to 1997 in Düsseldorf, Germany and Rotterdam, The Netherlands
EDUCATION
- Kaufmann, Kaufmännische Bildungsanstalten, Bonn, Germany
- Studied Managerial Business at the Mittelrheinische Verwaltungs-und Wirtschaftakademie, Bonn, Germany
- Certified Financial Planner, CFP®, Rice University, Glasscock School of Continuing Studies
PAST AFFILIATIONS
- South Montgomery County YMCA, board member
- Houston-Leipzig Sister City Association, Inc., board member
- The City of Oak Ridge North, Texas, councilmember
REGISTRATIONS AND QUALIFICATION EXAMS
- Certified Financial Planner (CFP®)
- Holds FINRA Series 7 and 66 licenses
- Holds Group 1 Insurance License, Texas Dept. of Insurance
Licenses
- CFP®
ADVANCING YOUR
Financial Pursuits
Through our five-step process, we work with you to find out where you are now, and where you want to be in the future. Whether it's living the retirement you earned, preserving your legacy, or living with certainty, we help put you on the right path.
- Discover your goals, roadblocks, and other considerations.
- Analyze your current financials to identify strengths, weakness, and opportunities.
- Advise you on a tailored plan that pinpoints your financial needs and goals.
- Implement your financial plan and investment strategy.
- Monitor your plan and portfolio and adjust as necessary.