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My Approach

Many of my clients are seeking financial independence and peace of mind and need to create a personal financial plan to pursue this goal. That's where I can help, by structuring a plan designed to achieve your financial goals.

Our mission is to deliver financial solutions through a tailored approach and a genuine interest in our clients' evolving needs. We help our clients achieve confidence.

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Interests

Growing a successful financial planning and investment management practice for over 7 years. Currently reaching out into the community via seminars and educational forums to enrich the lives of others. Even during stressful financial times, I continue to enjoy the interaction and opportunity to provide direction to my clients and prospective clients. 

I enjoy spending time serving at church (Concord Baptist) and on the board of the Dallas Furniture Bank.  When I am not with my wife and daughters, you may find me on the golf course, 11 handicap.

Community Participation

  • Volunteer Concord Baptist Church
  • Board Member with the Dallas Furniture Bank
  • Volunteer Arlington Independent School District

Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies

Experience

Awards & Recognition

  • Concord Church 2011 Business Man of the Year, 2011

Qualifications

  • Chartered Retirement Planning Counselor
  • University of Colorado at Colorado Springs
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Education

  • College of Financial Planning, Charter Retirement Planning Counselor
  • University of Colorado at Colorado Springs

Files for Download

My Photos Show Thumbnails

The Ameriprise Financial group at the Tarrant Area Food Bank on November 16th.

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.