Advisor profile


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26
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
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • 1997 - B.B.A. Finance - Southwest Texas State University, San Marcos, TX
  • 2013-Masters of Science- Finance (MS)-Kaplan University

Awards & recognition

  • Five Star Wealth Manager, 2015
  • Ameriprise Circle of Success, 2005-2007, 2010, 2013-2023
  • Ameriprise Circle of Success Diamond Ring, 2020

Community participation

My family and I currently support a number of organizations such as:

-The National Cancer Society

-Leadership Counsel Committee member for Texas State

-Big Brother/Big Sister chapter

-Various church committees.

Interests

I am originally from Beaumont, Texas, but I have lived in Houston since 1998.

I have been happily married to my wife Joy, for 22 years.

I have two wonderful daughters, Skylar-20 and Devyne-15.

In my free time I enjoy playing with my girls, running, and traveling .

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.