Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Christian Financial Strategies
  • Retirement Planning Strategies
  • Small Business
  • Investments
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Saving for Education
  • Investment Management
  • Family Finances
  • Insurance
  • Charitable Giving
  • Wealth Preservation Strategies

Qualifications

  • Series 7
  • Series 66
  • Life and Health Insurance

Education

  • Bachelor of Science, Marine Engineering, United States Merchant Marine Academy, Kings Point, NY

Interests

  • First and foremost is my faith. Everything I do is on mission for the name of Christ and the glory of God!
  • I'm a husband to an amazing woman and proud father to two sets of twins! Working alongside my wife and watching our children mature and grow is one of my greatest joys.
  • I am active in church and in our community. I've helped launch small groups and I've also begun my first term as a Member of the Board for the Lewisville Chamber of Commerce!
  • I'm an avid gamer! I play some computer or console games when I can, but it's hard to beat sitting down at a table with friends and family.

Community participation

  • One of the main ways my wife and I serve our community is through homegroup at our church! We meet in each other's homes for Bible study and fellowship and serve the community through service.
  • I'm also a Board Member for the Lewisville Area Chamber of Commerce! We are dedicated to growing local businesses and meeting members of our community. In addition to engaging local events, we also participate in a number of charitable activities.
  • I am part of a leadership team for the Willow Bend chapter of Master Networks! We train weekly on efficient business growth and effective networking.

Professional associations

  • United States Merchant Marine Academy (Alumni)
  • Master Networks (Leadership Team)
  • Lewisville Area Chamber of Commerce (Board of Directors)