Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Investments
  • Tax Planning Strategies
  • Insurance
  • Retirement Planning Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • FINRA Series 7
  • FINRA Series 63
  • FINRA Series 65
  • California Life & Health
  • Arkansas Life & Health
  • Texas Life & Health
  • Oklahoma Life & Health

Education

  • Texas Tech University

Awards & recognition

  • Ameriprise Circle of Success, 2023

Previous experience

  • Southwest Securities, 1994-2014

Community participation

National Day of Service - Homeless Outreach

National Day of Service - Feeding America Food Bank

Interests

Spending time with family and my 2 daughters

Golf

Cooking/Barbecue

Salt Water Fishing

Volunteering