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

  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Investments
  • Family Finances
  • Insurance
  • Saving for Education
  • 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

  • M.B.A.
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Interests

Exercise is very important to me. I enjoy keeping active by:

  • Walking
  • Golfing
  • Skiing

Community participation

In my spare time, I enjoy activities with the Gulf Coast Bird Observatory.

Professional associations

  • Financial Planning Association
  • American Association of Petroleum Geologists
  • Houston Geological Society