Senior Investment Management Specialist/
Financial Advisor
Suite 1400
Austin, TX 78701
toll free: 800-234-1940
fax: 512-370-0475
- Austin Investment Association
Austin, TX - Texas A & M University Association of Former Students
- Hill Country Bible Church
Austin, TX - River Place Country Club
Austin, TX - Austin Society
Austin, TX
- BBA, 1980
Texas A & M University - Series 65 - Investment Advisory Agent, 1992
- Series 7 - General Securities Representative, 1986
- Series 3 - National Commodity Futures, 1986
- Series 63 - Uniform State Exam, 1986
- Group 1, Annuities, 1989
- NYSE, NASD, CBOE, ASE, CBT, CME, NFA, NYFE, PHLX, PSE
- 1985 - Present: Morgan Stanley Smith Barney*
Vice President - Wealth Management
Senior Investment Management Specialist/
Financial Advisor
Austin, TX - 2000 - 2001: Austin Home Channel
Start-up Founder and Owner
Austin, TX - 1981 - 1985: Centel Communications
Consultant
Beaumont, TX
- If you would like us to review your retirement planning strategy, please speak with us.
- I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.
- Ask me about developing, with you, a free Comprehensive Financial Plan based on your financial goals and objectives, and then implementing a disciplined investment strategy designed to help you achieve those goals.


