Not many can say this, but I have a knack for fixing things – and I enjoy being a resident “handy-man.” Believe it or not after 26 years of marriage, I’ve checked off most things on my “honey do” list. So I enjoy putting my skills to work helping others.
When I’m not hammering away, I enjoy supporting the efforts of Goodwill Industries of Houston as a member of their Board of Directors. I am also president of the Episcopal High School Dad’s Club. All three of my children have attended Episcopal, so I believe very strongly in the program.
Cultivating relationships with people and helping to provide them with the tools to solve their problems is very much a part of what I love to do. Fortunately, in my role as Senior Vice President and Financial Advisor with Kanaly I get to do just that, every day.
I joined Kanaly in 2004. I direct the development and implementation of your Personal Financial Program™ as a Kanaly client. In this role I have the privilege of introducing you to the Kanaly experience. I work with you to review your financial plans and goals during a series of meetings and discussions that enable my team to gain a complete understanding of your financial situation.
Our mission at Kanaly is to arm you with confidence and provide you with information, so the decisions you make can be executed with confidence. We ensure that when you leave our office, you will feel confident that you have looked at your options from every angle. We are here to help you fine tune your financial future, making the right decisions along the way. Then we remain with you to help keep your future on track with your goals through preserving and growing your wealth.
At Kanaly, client service and experience are where we shine. You are our priority. I am proud to work for a company that puts you first in every aspect of a recommendation. I would love to provide you with first class service and asset management expertise you can trust. Let’s talk!