15

My Approach

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

Whether you're looking for investment strategies, retirement income, funding for your child's education, or estate or tax planning strategies, we'll work with you on your terms. We offer a broad range of financial products and services including mutual funds and certificates, as well as brokerage services and financial planning. We also offer flexibility in the way you work with us: online, with the help of an advisor, or both. The choice is yours.

More...

Interests

Spending time with my family

Church

Mentoring youth

Traveling and Golf

Learning and growing personally and spiritually

Recruiting for my Alumni Association

Giving seminars on financial empowerment to youth and adults

Going to plays and movies

Community Participation

  • Windsor Village UMC Boys Rites of Passage Program
  • Volunteer at the Ensemble Theatre
  • President of Hampton University Alumni Greater Houston Chapter
  • Financial Empowerment Counselor Program at Windsor Village UMC

Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Small Business
  • Retirement Plan Distribution

Experience

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2013
  • Ameriprise Mercury Award, 2002

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • Business Financial Advisor
  • CRPC®  Chartered Retirement Planning CounselorSM
  • AAMS®  Accredited Asset Management SpecialistSM
  • Series 7, 66, Life & Health (Group 1)
View Definitions

Education

  • Hampton University
  • Rice University
  • College for Financial Planning

Files for Download

My Videos

More...