Advisor profile

The advantages of working together online

As we work together to track and achieve your goals, the secure site on and Ameriprise app make it easy for us to collaborate, any time from any device. In one secure, convenient online space, you can:
  • Track your goals and progress
  • Connect and share information with me
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at or contact me for help getting started.
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Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Business Retirement Plans
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Small Business
  • Tax Planning Strategies
  • Insurance
  • Estate Planning Strategies


  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 License
  • Series 66 License

Awards & recognition

  • Ameriprise Client Experience Award, 2021-2023
  • Five Star Wealth Manager, 2013-2016, 2018-2020, 2022


I enjoy spending time with my wife of 13 years, Kristen, our 9 year old daughter Ally and our twin 6 year old boys Kyle and Jason. We spend a lot of time outdoors and watching local Houston sports!