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

  • Retirement Income Strategies
  • Investment Management
  • Estate Planning Strategies
  • Christian Financial Strategies
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • •MBA, Master of Business Administration, Texas A&M University, College Station TX
  • •BS, Bachelor of Science - Finance, Merrimack College N. Andover, MA

Previous experience

  • Financial Advisor - Lincoln Financial Securities - Houston, TX, 2000 - 2018
  • Financial Advisor - Intersecurities, Inc - Richmond, VA, 1998-2000