Advisor profile

What you can expect when you work with me

 My 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
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
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Family Finances
  • Employee Stock Options
  • Saving for Education


  • APMA™ Accredited Portfolio Management Advisor™
  • Member, Financial Planning Association


  • Baylor University, Bachelor of Business Administration, Economics Major

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2020-2023
  • Ameriprise Circle of Success, 2009-2022
  • Five Star Wealth Manager, 2012-2023
  • Ameriprise Circle of Success Hall of Fame, 2018
  • Ameriprise Chairman's Advisory Council, 2010-2020

Community participation

  • Covenant Classical School, former President, Board of Trustees, middle school basketball coach
  • Christ Chapel Bible Church, Fort Worth, Texas: Deacon 2015-2019, K-4th grade worship team
  • Armlynk International, Board member


    I enjoy playing basketball and strumming my guitar, and in my free time you might catch me reading, hunting, or traveling.

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.