I am Managing Director - Investments and a CERTIFIED FINANCIAL PLANNER™ professional with Sugar Creek Wealth Management Group in Sugar Land, TX. I help individuals and business owners develop a comprehensive plan and determine the appropriate investment vehicles to achieve their goals. Additionally, I am a Certified Divorce Financial Analyst®, enabling me to provide further insight for clients during the life event of divorce.I earned a Bachelor of Science in Industrial Distribution from Texas A&M University and reside in Sugar Land, Texas with my four-legged children, one cat and one dog. My pride and joys are my four sons, two daughters-in-law, and two grandsons. Outside of the office, I devote time as a board member of The Parks Youth Ranch, as well as The Literacy Council of Fort Bend County and am a parishioner and lector at St. Laurence Catholic Church.CAR # 0323-02517
TheuseoftheCDFA®designationdoesnotpermitWellsFargoAdvisorsorits FinancialAdvisorstoprovidelegaladvice,norisitmeanttoimplythatthefirmorits associatesareactingasexpertsinthisfield.CAInsuranceLicense#0H12256. Resident State TX.
Investment and Insurance Products are:•Not Insured by the FDIC or Any Federal Government Agency•NotaDepositorOtherObligationof,orGuaranteedby,theBankorAny Bank Affiliate
I am Managing Director - Investments and a CERTIFIED FINANCIAL PLANNER™ professional with ugar Creek Wealth Management Groupin Sugar Land, TX. I help individuals and business owners develop a comprehensive plan and determine the appropriate investment vehicles to achieve their goals. Additionally, I am a Certified Divorce Financial Analyst®, enabling me to provide further insight for clients during the life event of divorce.I earned a Bachelor of Science in Industrial Distribution from Texas A&M University and reside in Sugar Land, Texas with my four-legged children, one cat and one dog. My pride and joys are my four sons, two daughters-in-law, and two grandsons. Outside of the office, I devote time as a board member of The Parks Youth Ranch, as well as The Literacy Council of Fort Bend County and am a parishioner and lector at St. Laurence Catholic Church.CAR # 0323-02517
TheuseoftheCDFA®designationdoesnotpermitWells FargoAdvisorsoritsFinancialAdvisorstoprovidelegal advice,norisitmeanttoimplythatthefirmorits associatesareactingasexpertsinthisfield.CAInsurance License #0H12256. Resident State TX.
Investment and Insurance Products are:•Not Insured by the FDIC or Any Federal Government Agency•Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.