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.


Community Participation

  • West Point Society of Greater Houston

Areas of Focus

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



Awards & Recognition

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


  • 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
View Definitions


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

Professional Associations

  • Planned Giving Council of Houston
  • Partnership for Philanthropic Planning

My Videos


My PhotosShow Thumbnails

Happy Anniversary and Happy Valentines Day, to my wife, Kecia!

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.