My Approach

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals 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.

I’m here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.

Interests

  • Empowering Others to Take Control of Their Financial Future
  • Youth Mentorship
  • Cheering on The Home Teams: Houston Texans, Houston Rockets, and Houston Astros!
  • Volunteer Work: Ending Hunger, Support of Military Veterans and Wounded Warriors
  • Church Volunteer Activities
  • Family Travel
  • Ancestry Research

Community Participation

  • West Point Society of Greater Houston
  • Ameriprise proudly supports Wounded Warrior Project and Warriors to Work. As a veteran or our nations' military, I am especially proud of this philanthropic partnership.

Experience

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Areas of Focus

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

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2012-2015
  • Ameriprise Circle of Success, 2013

Qualifications

  • Series 7 Licensed: General Securities Registered Representative - FINRA
  • 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
  • CLTC  Certified Long Term Care
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Education

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

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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My Videos(4 videos) X

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