About Us

I'm a former Military Police Officer that retired from the Army in 1996. I then opened an information technology firm in California and grew it into a multi-million-dollar firm serving clients in the medical and pharmaceutical industry, as well as government organizations and wineries. Additionally, I developed complex infrastructure and security needs for banking institutions and hospitals. The firm was sold in 2012, and I retired again. Later in 2012, AT&T brought me out of retirement to work on complicated systems in the oil and gas industry as well as on banking and designing security and agile systems in the cloud. I left them in late 2014 to take care of my wife while she had cancer. I couldn't stay retired. During the time while I assisted my wife, I worked with Robert Half and on my own assisting firms in project management, Six Sigma Agile transitions, reorganizing business operations and streamlining procedures. In early 2016, I joined Edward Jones as a financial advisor and open my office in Pearland, Texas. I am privileged to: 1. Work with clients to help ensure that they are heard and not sold when it comes to planning for the future. 2. Work with small business owners to attract people with 401(k) plans or Simple IRAs 2. Assist clients as they transition in positions or into retirement or other needs. 3. Provide complex wealth strategies, advice and support for clients as they go through life. 4. Make sure that the needs of my clients are always first. Helping people is what I do, and it is all I want to do. If your needs fit any of the above, give me a call or send me a message. It's free to talk.

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