Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. 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, we can help you feel more confident, connected and always in control of your financial life.

How to get started
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Intergenerational Planning
  • Charitable Giving

Qualifications

  • BFA™ Behavioral Financial Advisor
  • RFC® Registered Financial Consultant
  • AIF® Accredited Investment Fiduciary®
  • Series 6, 7, 63, & 66
  • Life & Health

Education

  • BS in Public Policy, Eastern Kentucky University, 1979-1983

Awards & recognition

  • Brode & Associates, Ameriprise Client Experience Award, 2022
  • Five Star Wealth Manager, 2022

Professional associations

  • Eastern Kentucky University Alumni

Previous experience

  • Financial Advisor, Wells Fargo Clearing Services, LLC, 2013-2018
  • Financial Advisor, Merrill Lynch, Pierce, Fenner & Smith INC, 1989-2013

Community participation

  • I am an advisor to the Warren Center for Children with Developmental Delays, and am a former treasurer of the Miss Texas Organization.
  • I’m also an actively competing endurance athlete.
  • I serve as a volunteer swim coach for children and adults with developmental delays.

Interests

I am focused on family, philanthropy and fitness. I’m a father of four and if that wasn’t enough to keep me occupied I also invest in our local community with my time and skills. I’m an endurance athlete for two cancer research charities. Since 2005 I’ve raised money for the Leukemia & Lymphoma Society and the Prostate Cancer Foundation by completing six full-distance Ironman triathlons, fifteen marathons, three of them the Boston Marathon, and a fifty-mile ultra-marathon. Twice I’ve qualified for the USA Triathlon National team representing the United States in the World Triathlon Championships.

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.