My Approach

Live life brilliantly.

What matters most to you in life? It’s a big question. And it’s one of many questions I’ll ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors won’t. Why? Because your vision of the future is unique and I’m committed to helping you achieve it. Let’s start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.

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

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

Experience

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Areas of Focus

  • Retirement Income Strategies
  • Investments

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 Photos(2 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.

My Videos(2 videos) X