Advisor profile


What you can expect when you work with me

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.

Get started
20
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 Income Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Investments
  • Insurance
  • Cash Flow Management Strategies
  • Family Finances

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • CERTIFIED FINANCIAL PLANNER practitioner
  • Chartered Retirement Planning Counselor®
  • MBA from Arizona State University
  • Bachelors of Science in Finance and Supply Chain Management from Arizona State University

Education

  • MBA in 2004, Arizona State University
  • BS in Finance in 1999, Arizona State University
  • BS in Supply Chain Management in 1999, Arizona State University

Awards & recognition

  • Ameriprise Circle of Success, 2007-2008, 2011-2013
  • Five Star Wealth Manager, 2013
  • Ameriprise Ultimate Digital Excellence Award, 2021

Professional associations

  • Financial Planning Association

Community participation

  • Volunteer at local church
  • Mentor for HangTime and Communities In Schools of North Texas
  • Soccer coach

Interests

  • Spending time with my wife and 5 children.
  • Exercise and physical fitness.
  • Outdoor activities including disc golf and other sports.
  • Staying active with my church.

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.