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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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

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.