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

  • Investments
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • ChFC® Chartered Financial Consultant®
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • M.B.A., 1995, Finance, George Mason University
  • B.A., 1992, Accounting, Texas Lutheran College

Interests

  • Spending time with my wife Julie, daughter Sophie, and son Charlie.
  • Sports, especially coaching youth soccer and basketball.
  • Home renovation projects
  • Travel

Community participation

My family and I are active in our church community.

As parents of two young children, my wife and I are active in and support our children's school programs.

Awards & recognition

  • Five Star Wealth Manager, 2012-2019