Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

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24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Investment Management

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor's of Science, Finance, Kennesaw State University

Awards & recognition

  • Ameriprise Circle of Success, 2020-2021
  • Sutton, Sanford, Schantz Group, Ameriprise Client Experience Award, 2023

Previous experience

  • Managing Director, Ameriprise Financial, The Woodlands, TX, 2018-Present
  • Senior Vice President, Branch Director, RBC Wealth Management, Sugar Land, TX, 2008-2018
  • Financial Advisor, UBS, Sugar Land, TX, 2002-2008
  • Financial Advisor, Morgan Stanley, Atlanta, GA, 2000-2002

Community participation

Our family has always looked to give back to local charitable organizations to help make a difference in our community. We have been supporters of the Montgomery ISD Education Foundation, the Greater Houston YMCA, Stonebridge Pantry, Lunches of Love and others.

Interests

Outside of work I spend as much quality time with my wife Trina and two sons Tyler and Matt.

I am an avid sports enthusiast that enjoys watching and playing golf, basketball, tennis, soccer and any other sport with my family and friends.

I love to enjoy a nice conversation over dinner and always look forward to planning and taking a vacation or two throughout the year.