Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
28
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
  • ChFC® Chartered Financial Consultant®
  • RICP® Retirement Income Certified Professional®
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Pennsylvania State University, BSEE

Interests

I love spending time with my beautiful wife, Heidi and our children, Alexandria and Brady.

For recreation I enjoy travel, spending time with friends, live music and outdoor activities; especially skiing, hiking, biking, kayaking and camping.

As a musician, I love playing the guitar and bass and am actively involved in music ministry.

Community participation

  • Friendswood, TX Chamber of Commerce, formerly active member
  • Involved in youth music ministry
  • Involved in Prison Ministry
  • Habitat for Humanity, organized volunteer opportunities
  • Houston Food Bank, volunteer, supporter

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2016
  • Better Business Bureau Accredited, 2014
  • American Express Financial Advisors, Inc. President's Recognition Award, 2002-2014