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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Interests

  • 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.

Areas of Focus

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

Experience

15
87 View scores
 
 
 

Qualifications

  • CRPC®  Chartered Retirement Planning CounselorSM
View Definitions

Education

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

Files for Download

My Videos

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My Photos Show Thumbnails

Stew McLauchlan and Nick Adamson, Business Partners

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.