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

  • Wealth Preservation Strategies
  • Family Finances
  • Investment Management
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
18
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

Education

  • Texas A&M Univeristy - Corpus Christi - B.S. Chemistry

Interests

  • Camping
  • Hiking
  • Backpacking
  • Snow Skiing
  • Anything Outdoors!

Community participation

  • I serve as Vice-Chair on the Board of Pikes Peak Outdoor Recreation Alliance. I became involved with this organization because of my personal mission of conserving outdoor spaces for all to enjoy and promoting health through participation in outdoor activities.

Awards & recognition

  • Ameriprise Chairman's Advisory Council, 2019
  • Ameriprise Circle of Success, 2018, 2019