CEO | Wealth Advisor
P: (512) 617-1984 Ext. 101
As CEO and founder of Forefront Wealth Partners, I’m excited to put my financial planning experience to the test by helping you achieve your unique goals and needs. Before I began my own practice, I brought financial planning advice to clients in my role as financial advisor and vice president at Ameriprise Financial. And previously, I worked as a financial advisor for private banking in my role as vice president at Colonial Brokerage, a division of Colonial Bank.
Before entering the financial planning field, I spent three years as a banker in my hometown of Fort Myers, Florida.
My alma mater is Florida Gulf Coast University, where I studied finance and economics.
Outside of the office, I enjoy spending time with my family and three beautiful children – James Joseph, Landon Luis and Sophia Rosa. When I’m not at the park with my kids, you can find me playing golf, reading, running, playing basketball and cycling with friends.
I stay active in my community by serving as a committee member for the First Tee of Austin and Knights of Columbus, as well as an advisor to the Nick Lefevre Community Youth Fund of Dripping Springs.