Suite 3050
Houston, TX 77002
toll free: 800-890-2774
fax: 713-658-2729
Financial Planning Specialist
Guided Portfolio Manager
- 2002 - present: Morgan Stanley Smith Barney*
Financial Advisor
Financial Planning Specialist
Guided Portfolio Manager
Sugar Land, TX - 1997 - 2002: Morgan Stanley
Associate Vice President - Wealth Management
Retirement Planning Specialist
Houston, TX - BBA - Bachelor of Business
Administration/Finance, 1988
Stephen F. Austin State University
Nacogdoches, TX - Financial Planning Specialist Program
Smith Barney - Westbury Little League
Vice President - Operations
Houston, TX - Westbury Civic Associations
- Willow Waterhole Greenspace Conservation Committee
Guided Portfolio Manager
- 2002 - present: Morgan Stanley Smith Barney*
Financial Advisor
Guided Portfolio Manger
Sugar Land, TX - 1997 - 2002: Morgan Stanley
Associate Vice President - Wealth Management
Retirement Planning Specialist
Houston, TX - B.S. - Geological Oceanography, 1983
Florida Tech
Melbourne, FL - Houston Livestock Show and Rodeo
Houston, TX - Boy Scouts of America
Houston, TX
