Managing Partner

• Dec 2021 - Present

Financial Planner

• May 2013 - Present

I offer objective, strategic advice designed to help my clients accumulate, retain and transfer wealth. I learn about their financial aspirations and use my unique insight to create a financial plan to help them towards achieving those goals.I am a Supporting Member of the World Affairs Council and an emerging leader with the Global Interdependence Center (GIC.)My office is located at:1800 W. Loop SouthSuite 1100Houston, TX 77027713-344-1663

Private Wealth Advisor

• Jan 2007 - Apr 2018

I was a Select Member of Sagemark Consulting Private Wealth Services, a national resource of 64 financial planners selected from among 2200 within Lincoln Financial Advisors. Sagemark Consulting Private Wealth Services focuses solely on Advanced Strategies for the High Net Worth Marketplace. Providing integrated, personalized solutions I use a client-centered process. I was a Select Member of Sagemark Consulting Private Wealth Services, a national resource of 64 financial planners selected from among 2200 within Lincoln Financial Advisors. Sagemark Consulting Private Wealth Services focuses solely on Advanced Strategies for the High Net Worth Marketplace. Providing integrated, personalized solutions I use a client-centered process.