I am a licensed financial professional and experienced in business succession strategies serving families and business owners. With two decades of experience in consultative sales, risk analysis, and client relationship management, I bring a uniquely analytical approach to financial services.
My background working directly with small and mid-sized business owners gives me a firsthand understanding of the financial vulnerabilities they face, and the strategies needed to help overcome them.
I believe that financial independence isn’t just for the wealthy. It may be more accessible with a thoughtful plan and right guidance. Whether you’re a growing family or a business owner navigating risk, I’m committed to building a relationship and a roadmap you can rely on as part of your decision-making process, so you can work toward financial independence over time.
Outside of my work at Strategic Financial Group, I’m an active participant in the following organizations: University of Maryland Alumni Association, Greater Houston Black Chamber of Commerce, Northern Brazoria County Chamber of Commerce, and Houston Soccer for Success.
