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My Approach

As a Christian financial advisor, I specialize in faith-based financial planning and advice. I’ll draw on my knowledge, experience and biblical principles to help you address the issues important to you and your family. Whether you want to provide for your loved ones, support causes you care about, or save for the future, I can help you plan for your goals.

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Ameriprise Financial welcomes clients of diverse religions and cultural backgrounds and provides investment advisory services without regard to any religious affiliations.

Community Participation

Kingdom Advisors

Volunteers of America

Southlake Civic Association

Areas of Focus

  • Retirement Planning Strategies
  • Charitable Giving
  • Saving for Education
  • Estate Planning Strategies

Experience

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLU®  Chartered Life Underwriter
  • ChFC®  Chartered Financial Consultant
  • CRPC®  Chartered Retirement Planning CounselorSM
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