Advisor profile


What you can expect when you work with me

 At Ameriprise, our 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.
Feel confident about your financial future.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
21
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®
  • CLU® Chartered Life Underwriter®
  • RICP® Retirement Income Certified Professional®

Education

  • MBA - Information Technology - Houston Baptist University
  • BBA - Finance - Texas A&M University

Interests

Family. I am married to my wonderful wife, Jennifer. We have two amazing children, Lauren and Jacob (we also have a dog, Marley). We love living in the Hill Country and are blessed to be surrounded by family.

Faith. We are members at University United Methodist Church, we have taught youth Sunday School classes, and in July '13 I went on a mission trip to Haiti to help rebuild a local church.

Fun. I started running as a way to keep in shape and it has turned into a passion: having completed several marathons, half-marathons, and adventure races.

Community participation

Volunteer Income Tax Assistance (VITA) Program - Tax Preparer

Awards & recognition

  • Ameriprise Circle of Success, 2015-2019

Previous experience

  • Project Controls Engineer, Jacobs Engineering, 1997-2000, Houston, TX
  • Project Cost Analyst, Fluor, 1995-1997, Sugar Land, TX

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.