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

8

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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My PhotosShow Thumbnails

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

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.