BJ Seastone in Dallas, TX

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.

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Years of Experience

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

Retirement Planning Strategies
Wealth Preservation Strategies
Estate Planning Strategies
Tax Planning Strategies
Investments
Insurance
Charitable Giving Strategies
Retirement Plan Distribution
Social Security Retirement Benefits
Family Finances
Saving for Education
Intergenerational Planning

University of Southern Mississippi - BSBA, Finance

Luminate, Forbes Best-in-State Wealth Management Teams, 2023-2026
Ameriprise Ultimate Digital Excellence Award, 2021
Ameriprise Client Experience Award, 2020

Ameriprise Financial/RiverSource Insurance - Senior Regional Vice President, July 2004 – November 2014
Ameriprise Financial Services, Inc. - Field Vice President, Oklahoma, November 2001 – July 2004
Ameriprise Financial Services, Inc. District/Branch Manager & Financial Advisor, December 1994 – November 2001

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.

I’m excited to share that Luminate has been named to the 2026 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.