My Background

As a Financial Advisor, I help manage assets for individuals, trusts, retirement plans, charitable organizations and businesses. Through a long-term investment approach, I help clients develop and implement strategies for building and preserving wealth while realizing their specific and unique goals.

Background and Experience

After enjoying a successful career in the banking services industry, I joined Edward Jones Investments in 2001 as a Financial Advisor. In 2016, when I concluded my clients needed more than the Edward Jones affiliation could offer, I moved my financial advisory practice to a firm that could provide an industry leading, robust platform with all the tools necessary to serve my clients in any capacity they desired, Wells Fargo Advisors. In 2025, we started Pinnacle Wealth Partners with Wells Fargo Advisors Financial Network.

Throughout my career I have worked to continually elevate my skills to provide unparalleled client service. My clients enjoy the fruits of my labor through an
investment advisory experience tailored to create confidence as together we navigate today's financial landscape with clarity and purpose. I hold a Political
Science degree from the University of Texas at Arlington, the series 7, 9, 10, 63 and 66 securities registrations, a general lines agent insurance license. I served as trainer, mentor, coach and Principal Supervisor to the successful careers of many new and experienced financial advisors.

So, whether you're accumulating wealth, maintaining wealth, or developing strategies to successfully transfer wealth, you can rest assured we have the
knowledge and experience necessary to help serve as your professional guide.

About Me
As a Financial Advisor with a multigenerational family team, caring for our clients and their families is my highest priority. I believe wealth planning is about more than investments—it’s about understanding each client’s unique goals, values, and vision for the future. By taking a holistic, long-term approach, I build meaningful relationships and develop personalized strategies designed to help clients navigate every stage of life with confidence.

Background & Experience
Growing up in a financially savvy household, I always knew that joining the family business was my long-term goal. From an early age, I witnessed firsthand the lasting impact that a dedicated and trusted financial advisor can have on individuals, families, and future generations. Those experiences shaped both my passion for this profession and my commitment to serving clients with integrity and care.

I earned a Bachelor of Business Administration in Finance from the University of Mississippi (Ole Miss) before beginning my career in the financial services industry. Recognizing the importance of developing a strong technical foundation, I joined Fidelity Investments in Operations, where I worked on the team responsible for managing the books and records of Fidelity’s mutual funds and calculating each fund’s daily net asset value (NAV).

I later transitioned to a client-facing role at a local Fidelity branch, where I earned my FINRA Series 7 and Series 66 registrations, along with my General Lines Insurance License. During my time at Fidelity, I gained valuable experience helping clients while also reinforcing my belief that exceptional financial advice comes from personal relationships and individualized guidance—not one-size-fits-all solutions.

To further expand my experience, I joined the Wells Fargo organization, where I worked alongside a financial advisor in a retail banking environment. This opportunity broadened my understanding of comprehensive wealth management and strengthened my passion for providing personalized advice.

In July 2026, I proudly joined Pinnacle Wealth Partners—the firm I had long envisioned as the place where I would build my career. Working alongside my family and an experienced team of professionals is both a privilege and a responsibility that I value deeply. Together, we are committed to serving our clients, their families, and our community with thoughtful advice, exceptional service, and a long-term perspective.

As a Client Associate, I provide dedicated support to both our clients and the Financial Advisors, facilitating seamless collaboration in developing and executing strategies to help achieve financial goals. My priority is to help ensure that every client feels not only informed but confident throughout the process.

I earned both my BBA and MBA from the University of Texas at Arlington, graduating cum laude, before beginning my career at Fidelity Investments, where I initially assisted 401(k) plan participants before transitioning to support plan providers. Taking a break from full-time employment to focus on my family, I continued fostering meaningful relationships in various part-time roles.

In 2025, I joined Pinnacle Wealth Partners, where I am able to merge my passion for relationship-building with my knowledge of finance.