As a Sr. Wealth Advisor and Sr. Vice President at VeraBank, I leverage my 30 years of experience and CFP credentials to help my clients achieve their financial goals and secure their legacy. I listen and understand their needs and preferences, offer knowledgeable advice, and provide a level of ...more

As a Sr. Wealth Advisor and Sr. Vice President at VeraBank, I leverage my 30 years of experience and CFP credentials to help my clients achieve their financial goals and secure their legacy. I listen and understand their needs and preferences, offer knowledgeable advice, and provide a level of personal service that exceeds expectations. I focus on strategic investment planning, retirement income planning, and wealth management for individuals, families, and business owners. I partner with a team of seasoned professionals who specialize in customized investment management solutions, fiduciary services, private banking, and wealth advisory solutions. I am passionate about serving my community and have served on the board of the Eanes Education Foundation.less