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

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Investments
  • Estate Planning Strategies
37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Certified Finacial Planner

Education

  • BBA in Finance, Texas State University, San Marcos, Texas

Interests

I enjoy spending quality time with my wife, and my teenage son and daughter. We spend lots of time visiting both the Texas Hill Country & Gulf Coast

I'm an avid sports fan: Texans, Astros, Rockets, Skeeters & The Mighty Bobcats of Texas State!

I spend a lot of time outdoors: grilling, landscaping and working on various projects. I also enjoy playing tennis and golf.

Community participation

  • Active in coaching various youth sports
  • Active in my local church

Awards & recognition

  • Ameriprise Circle of Success, 2009 - 2010, 2012 - 2013
  • Five Star Wealth Manager, 2013, 2014, 2016

Professional associations

  • Texas State University Alumni