Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
16
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

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • Chartered Retirement Planning Counselor (SM)
  • Series 7 License
  • Series 66 License

Awards & recognition

  • Ameriprise Client Experience Award, 2021
  • Five Star Wealth Manager, 2013-2020

Interests

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!