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.


  • Avid reader
  • Average golfer and enjoys his time on the green
  • Lives in Richardson with his wife, Karen (a former Ameriprise advisor herself), and his daughter, Kassidy.

Community Participation

  • I am a board member for The Warren Center, a Richardson-based non-profit organization supporting the needs of children with developmental delays and disabilities.
  • I am on the Stradivarius Patron Commitee for the Dallas Symphony Orchestra.


? 17 ? 88 View scores

Areas of Focus

  • Employee Stock Options
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Charitable Giving


  • CRPC®  Chartered Retirement Planning CounselorSM
View Definitions


  • Bachelor of Arts in Economics; Cornell College, Mt. Vernon, IA

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.

View All Albums

My Videos(2 videos) X