My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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26
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

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

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

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.

My photos

3 albums
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Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.