I often describe Austin to my friends and family as a place with small-town feel but big-city vision. In its best moments, Austin is a future-focused community that has not lost touch with the people that helped make it great. This is a smart way to approach your investments, too. I help my clients build wealth and plan for retirement - but just as important, I help them keep an eye on the loved ones that inspired them to start saving in the first place. Your future is only as important as the people you spend it with.
But for many people, the hardest part of this process is knowing where to start. While it may never be too late to save for retirement, that feeling that you’ll never catch up in your retirement planning can be a tough hurdle for some clients to overcome. I pride myself on cutting through the complexities of this industry, teaching even the most inexperienced person to plan, budget, and research for the future they deserve. What starts with listening often ends in trust, and we are able to create an individualized approach that helps ground clients in an otherwise uncertain process.
When not in the office, I can often be found outdoors. As a triathlete, I’m no stranger to the back trails and highways that wind through Austin, and I am often up with the crack of dawn just to sneak in a few extra hours of training. My love of endurance sports is also what inspires me to participate in the Texas Mamma Jamma Ride, a one-day bike event each year that raises money for breast cancer awareness.
* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Financial Advisors are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.