Experience

Element Retirement & Investment Consultants

• United States
• Investment Management
• 1 - 100 Employee

• President and Wealth Manager

  • Oct 2011 - Present

  College Station, TX As a fee-only advisor, I help families create peace of mind by establishing and implementing wealth plans and investments in a highly personalized and unparalleled way. Since 2000, during some of the most trying periods in financial markets, I have worked with a number of affluent and high net worth clients to ensure that their portfolios were positioned in order to weather those, and future, storms.



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Trust & Fiduciary Specialist

  • Dec 2000 - Sep 2011

  Bryan/College Station, Texas Area Used my knowledge and skills in trust and estate matters, investment management, wealth transition, and financial planning to serve high net worth clients. I also have personal and professional expertise specifically in the area of Special Needs Trusts.

• Business Banker

  • Dec 1996 - Nov 2000

  Bryan/College Station, Texas Area Generated, developed, and maintained profitable account relationships with an extensive number of complex and large sized business accounts.



Dean Witter Reynolds (Morgan Stanley)

• United States
• Financial Services
• 1 - 100 Employee

• Account Executive

  • Dec 1995 - Dec 1996



Victoria Bank & Trust

• Credit Analyst

  • Jul 1994 - Dec 1995