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My Approach

Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids, home improvement, travel, or other needs and dreams, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I’ll take the time to listen and understand your goals, and help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. That’s why now, more than ever, you need a plan.

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Interests

Hunting and Fishing

Home Renovating/Remodeling

 

Community Participation

University United Methodist Church

  • Financial Planning Association

Areas of Focus

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

Experience

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2009, 2010, 2011, 2012
  • Ameriprise Circle of Success, 2006, 2007, 2008, 2009, 2011,2012

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
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Education

  • Baylor University BBA - Financial Planning

My Videos

  • Ameriprise Introduction

    Tommy Lee Jones shares the founding story of Ameriprise and its history of putting clients first.

    (1:48)

  • Active Diversified Portfolios®...

    These professionally managed portfolios feature an active investment approach that uses risk management, asset allocation and reallocation to help deliver consistent returns over time.

    (6:26)

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