My Approach

What are your dreams and goals for retirement? I can help you achieve them with our exclusive Confident Retirement® approach. It all starts with a personalized conversation, where we'll discuss retirement needs - covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. By breaking retirement down into doable steps, we can help take the uncertainty out of planning for your financial future.

Take a few minutes now for a quick confidence check. Your responses can help jumpstart our conversation.

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Community Participation

  • West Point Society of Greater Houston

Areas of Focus

  • Retirement Planning Strategies
  • Small Business
  • Charitable Giving
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Insurance
  • Investments

Experience

23

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2012-2014
  • Ameriprise Circle of Success, 2013

Qualifications

  • Bachelor of Science, 1987 - U.S. Military Academy at West Point
  • Series 7 Licensed: General Securities Registered Representative - National Association of Securities Dealers (Securities, Mutual Funds and Limited Partnerships)
  • Series 63 Licensed: Uniform Securities Agent State Law Exam (USASLE) - Texas Securities Commission
  • Group I - Texas Insurance Licensed (Life, Health and Variable Annuity Contracts)
  • CRPC®  Chartered Retirement Planning CounselorSM
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Education

  • Bachelor of Science, Computer Science, U.S. Military Academy, West Point, N.Y

Professional Associations

  • Planned Giving Council of Houston
  • Partnership for Philanthropic Planning

Workplace Education

These days, personal finances can be a source of stress and distraction for employees. In response, employers are searching for ways to help them maximize their income and benefits potential so they can stay focused on their jobs. Offered as an employee benefit, the Ameriprise financial wellness program can help employers promote financial confidence among their workers by educating and advising them on: • Managing everyday expenses • Making the most of their company benefits • Planning for retirement Our financial wellness program offers practical advice, educational workshops, tools and resources that can help employees make informed financial choices and be happier, healthier contributors to their workplace.

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My Videos

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My PhotosShow Thumbnails

James and Kecia Boston- Throwback Thursday. That suit sure was shiny!
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.