Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Investments
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
24
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®
  • Series 7 - General Securities Representative Examination
  • Series 24 - General Securities Principal Examination
  • Series 63 - Uniform Securities Agent State Law Examination

Education

  • Baylor University- Bachelor of Arts in Business Administration
  • Baylor University- Master of Environmental Studies

Interests

  • My wife, Jenni, and I strive to make the most of our family time.
  • The weekends stay busy with our kids' activities: (16-year old) Spencer's baseball and (14-year old) Carlee Jo's soccer & volleyball.
  • Our family enjoys travelling together. Our favorite destinations include the Florida panhandle and Texas beaches for fishing, fun, & the sun and Taos, NM and South Fork, CO for skiing.

Community participation

  • Granbury Chamber Member
  • Member, StoneWater Church, Granbury TX

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2021
  • Protect.Grow.Give® Award, RiverSource Insurance Co., 2013

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.