My Approach

I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.

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Interests

As board members of Parental Care Ministries, my wife and I are involved with the care of some 1800 orphans in the country of Uganda, Africa. These children, thanks to this wonderful organization now have a home, clothing, three meals per day, and an educational opportunity.

We are also the proud parents of our son and daughter: Matthew, who has just completed his CPA exams and is living in Houston, TX, and Courtney, a Licensed Mental Health Counselor, living in New York City, NY.

Community Participation

  • Member Tyler Area Chamber of Commerce
  • Member of Better Business Brueau

Areas of Focus

  • Retirement Income Strategies
  • Investments

Experience

9

Qualifications

  • CDFA™  Certified Divorce Financial Analyst
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Education

  • BBA - Finance, Unversity of North Texas, 1979
  • MS - Human Relations and Business, Amberton University, 1987

Professional Associations

My Videos

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    Our Confident Retirement® approach

    A way to look at retirement planning, step by step.

    (4:18)

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    You should be on vacation, not your assets

    You've worked hard all of your life. Shouldn't your assets be doing the same? Find out how you can put your lazy assets to work protecting against the unexpected costs of long-term care.

    (2:03)

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My PhotosShow Thumbnails

We will soon be on Old Jacksonville Highway near Fresh in Tyler, TX.
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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.