In my role as a Partner at Astra Wealth Management Group, I am focused on guiding you through the wealth accumulation phase of your life and helping you work to transition seamlessly into retirement. My goal is serving you through all the seasons of your life and helping you navigate the path to and into retirement is what I love to do as your Financial Advisor. I have always appreciated the trust and confidence you and your family put in us and work each day to continue to serve you each and every day.
I have more than 20 years of experience in wealth planning and work closely with affluent families and their outside teams of advisors, including CPAs and attorneys. We work together to create strategic long-term plans designed for growing and protecting retirement assets so you can retire and enjoy your hard-earned success.
I pride myself with being a calming voice during volatile times. I help you understand the broad economic cycles and financial markets and work to provide a sense of comfort and steady counsel through occasional periods of unpredictability.
Prior to joining Astra, I spent over 20 years at Wells Fargo Advisors, most recently serving as Senior Vice President - Investments. For many years, I was Branch Manager for the firm's Plano office. I began my career as a financial advisor based in the Dallas office of A.G. Edwards.
I graduated from Texas Tech University and live with my wife and two children in Frisco, Texas.