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

  • Intergenerational Planning
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Charitable Giving
  • Retirement Planning Strategies
  • Investment Management
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • MBA, Nova Southeastern University, 2008
  • BS, Oklahoma State University, 2005

Interests

· I have been happily married to my incredible wife Emily since 2008.

· We have six year old beautiful twin girls, Olivia and Lainey and a brand new puppy, Copper!

· With my time out of the office I enjoy participating in my girls' school activities, traveling with my family, trying new restaurants, seeking growth through reading, and engaging with our local community.

Community participation

  • I serve on the Board of Trustees at our local private school where both of my daughters attended before entering into Elementary School.