Background
I am the Branch Manager for Calton of Austin. I mentor and guide my team as they serve their clients’ financial needs. I am responsible for the day-to-day operations of the Branch.
In addition to serving as the Branch Manager, I work with a select group of clients helping them to meet their financial goals.
Professional Services
Advisory Services
Portfolio Management
Stocks, Bonds, Mutual Funds and Alternative Investments
Planning for Insurance, Retirement, Long-term care, and Estate Needs
Education & Credentials
BA in Sociology from Wayland Baptist University in Plainview, TX
Further study at Texas Tech University in Lubbock, TX
Series 4, 7, 24, 63, 66, and 79
Registered Investment Advisor Representative
Foundations of Financial Planning
Texas Life and Health Insurance License
Personal
I am active in several community and business groups and a member of St. Matthew's Episcopal Church. My sons are John, who lives in Austin and Brett, who lives in New Mexico. I am a sixth generation Texan. My hobby is genealogy and family history. I have written articles on financial topics for local publications and am a public speaker with the ability to make financial material understandable for all audiences.