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My Approach

As one of Ameriprise Financial's most experienced advisors, I know that everyone's financial picture is different, and that priorities change depending on their time horizon, how they accumulated their wealth, and their long- and short-term goals. So I help each of my clients develop a strategy tailored to their unique needs and goals.

Whether you're looking for investment strategies, retirement income, funding for your child's education, or estate or tax planning strategies, we'll work with you on your terms. We offer a broad range of financial products and services including mutual funds and certificates, as well as brokerage services and financial planning. We also offer flexibility in the way you work with us: online, with the help of an advisor, or both. The choice is yours.

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Interests

  • Enjoy Music, Snow Skiing, Golf, and Fishing
  • Resident of Taylor, Texas

Community Participation

  • Cedar Park Chamber of Commerce
  • Greater Leander Chamber of Commerce
  • Lago Vista Chamber of Commerce

Areas of Focus

  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Insurance
  • Saving for Education
  • Small Business
  • Investments
  • Estate Planning Strategies

Experience

Awards & Recognition

  • FIVE STAR Wealth Manager1

Qualifications

  • Business Financial Advisor
  • Chartered Retirement Planning CounselorSM
  • Financial Planning Certificate Program, University of Texas, 2008
  • B.B.S., Occupational Education, Wayland Baptist University, 1994
  • Senior Master Sergeant, United States Air Force (Ret)
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Professional Associations

  • Financial Planning Association

My Videos

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