My Approach

It’s hardly news that wealth may complicate your life. Because more is at stake, you have more financial decisions to make on an ongoing basis.

Some of these choices may involve finding ways to grow and preserve your wealth. But look closely and you’ll see that even the simplest decisions generally involve multiple considerations—tax management strategies, retirement planning, health-care costs and more. Whether you’re saving for retirement, college for your kids or other needs, you may be unsure about what to do next or whether you can do anything at all.

Certain steps, such as estate planning and the creation of trusts may affect the financial well-being of several generations. As a Private Wealth Advisor, I’m experienced and knowledgeable in strategies that can help you understand the realities of managing your wealth. I take time to listen to you and understand your retirement goals and dreams. I'll help you build a plan to pursue them. Working together with me as your advisor, we will clarify your financial goals and identify investing opportunities in today’s uncertain market that align with them. Together, we’ll work to bring your dreams more within reach so you can enjoy your retirement on your terms.


Love spending time with Kara, my wife of 20 years, & our children - Lauren, Hannah, Conner & Dillon.

I enjoy coaching my son’s teams, exercising & volunteering my time to help young people.

I enjoy building relationships with my clients & seeing them achieve their goals.

As an Arlington financial planner, my favorite tip for clients is to practice living on a sample retirement budget before retirement. They say this is one of the most helpful things we do together.

I’m regularly interviewed in local media and on CNBC, FOX Business, FOX, Money, CNN, Bloomberg as well as being quoted in the Wall Street Journal.

Community Participation

  • Tillie Burgin Servant Leader Award Supporter
    Grace Preparatory Academy
    Present awards to outstanding student leaders, lead the Business Club to prepare student leaders for future business and life success
  • Outstanding Student Award Supporter
    Martin and Sam Houston high schools
    Recognize student leaders monthly
  • Good Sportsmanship Award Supporter
    Arlington Southwest Little League
    Recognize coaches and players for good sportsmanship, coach sons and serve as pitcher for coach-pitch division
  • Teacher of the Month Award Supporter
    Arlington ISD
    Present awards to district schools for teachers who exhibit outstanding dedication to education


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Areas of Focus

  • Retirement Planning Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Family Finances
  • Women's Financial Strategies
  • Saving for Education
  • Small Business
  • Employee Stock Options

Awards & Recognition

  • Ameriprise Chairman's Advisory Council, 2010-2014
  • Ameriprise Circle of Success, 2000-2014
  • Ameriprise Hall of Fame, 2013
  • FIVE STAR Wealth Manager1, 2009, 2010, 2011, 2014, 2015


  • ChFC®  Chartered Financial Consultant
  • CASL®  Chartered Advisor for Senior Living
  • CLTC  Certified Long Term Care
  • CRPC®  Chartered Retirement Planning CounselorSM
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  • University of Texas at Arlington - BA Organizational Communication 1993

Files for Download

My Photos(3 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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