Advisor profile


Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started

Areas of focus

  • Investment Management
  • Estate Planning Strategies
  • Retirement Planning Strategies
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • BA, Finance Services and Risk Management, St. Mary's University, San Antonio, Tx

Interests

  • I enjoy golf and saltwater fishing
  • Working on the ranch
  • Spending time with my family

Community participation

I believe in giving back to the communities that have given so much to me. I am also a volunteer at the St. Mary's University Fiesta Oyster Bake which raises funds for scholarships.

Awards & recognition

  • Ameriprise Chairman's Advisory Council, 2016-2018
  • Five Star Wealth Manager, 2012, 2014, 2016
  • Ameriprise Circle of Success, 2011-2021
  • Financial Times 400 Top Financial Advisers, 2018
  • Forbes Best-in-State Wealth Advisors, 2019-2022

Professional associations

  • Financial Planning Association

Previous experience

  • Customer Service, USAA, 1985-1989, 4 years

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.