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
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Insurance
  • Family Finances
  • Cash Flow Management Strategies
  • Saving for Education
  • Domestic Partner Planning


  • CIMA® Certified Investment Management Analyst®
  • ChFC® Chartered Financial Consultant®
  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™
  • CLU® Chartered Life Underwriter®


  • Bachelor of Science, Economics and Finance, Trinity University, San Antonio, TX

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2021-2023
  • Ameriprise Chairman's Advisory Council, 2019, 2023
  • Ameriprise Circle of Success, 2018-2022
  • RoseStone Wealth Advisors, Ameriprise Client Experience Award, 2021-2022
  • Financial Times 400 Top Financial Advisers, 2020

Community participation


  • I am an avid reader, enjoying topics ranging from business, economics, science, psychology, religion, history, and literature. Often, I will be reading 3-6 different books on a variety of subjects.
  • I am a lifetime learner! I love to explore new topics, or improve my knowledge.
  • My wife Nellie and I are both very involved with a range of charitable and civic organizations. We love to give back to our community, and serve on a number of boards.
  • I am a coffee snob. I roast my own coffee, and love a strong espresso in the mornings. My wife, on the other hand, insists on cappuccinos.

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.