Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
30
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
  • Small Business
  • Investment Management
  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Texas Tech University - BBA Marketing

Awards & recognition

  • Five Star Wealth Manager, 2012-2016

Community participation

President and Senior Director of The Road Adventure, a non-profit program that provides a journey into one’s heart, mind and soul to facilitate personal growth and life enrichment. My passion is making a difference in the lives of others through my financial planning practice, The Road, my church and my community.

Interests

  • Enjoy spending time with my wife, family and friends.
  • Keeping physically fit.
  • Enjoy sports as participant and fan.
  • Serving my community.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.