About Us

Timeline of Accomplishments & Awards

I was raised by a hard-working single mom in southern Texas.  During the summers, I’d spend time with my grandfather, William Robert Anderson, who took me under his wing and taught me a few critical life lessons – your word is sacred, your handshake is your contract, and when you talk with people always look them in the eye.  WR Anderson instilled in me that words like commitment, integrity, and dedication matter, which is why my firm is named after him and those words serve as my guiding principles to this very day.  

As a financial advisor with more than 25 years of industry experience, I know that when men and women reach out to me, they’re not just asking me to help them manage their money.  They’re entrusting me to help create a plan to send their kids to college, secure their life post-retirement, or even guide them as they manage their resources during major life transitions.  

There’s nothing I find more rewarding than to watch my clients and their families realize their visions for their future – it’s why I do the work I do. 

 If you’re in need of an advisor to help you build for your future, let’s talk.  Send me an email or give me a call. I look forward to learning more about you, your priorities, and sharing with you ideas on how we can work together.

A little about me:

• I graduated from the University of Houston with a degree in Business Finance. I’m a proud Coog fan.
• I’ve completed 9 Ironman triathlons and am an active member of both running and triathlon clubs in Houston.  

Finance Credentials:

• I received Certified Financial Planning (CFP®) designation in 2002
• I completed my Financial Planning course work at the University of St Thomas in Houston, TX
• Throughout my career, I’ve been the recipient of several industry awards and acknowledgements.

My mission is to get to know and understand your needs, wants, and long-term goals. I want to help you develop, implement, and monitor a strategy that’s designed to address your life circumstances.

I understand the challenges families face today. From managing debt, or saving for college or retirement, these personal finance challenges can be overwhelming. My commitment is to utilize all of our technology and resources to help you pursue your goals and achieve the security you desire. 

All of my energy, commitment, and efforts are focused on you, the client, and your satisfaction.