Advisor profile


My approach

For years, I’ve been helping fellow Christians with estate and tax planning strategies, charitable giving and other issues important to them. I offer faith-based financial planning and advice to help you manage your finances in a way that’s consistent with your values and beliefs.

Ameriprise Financial provides financial services without regard to religious affiliation or cultural background.

The views of employee and franchise networks are not necessarily the views of Ameriprise

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Family Finances
  • Insurance
  • Retirement Plan Distribution
  • Saving for Education
  • Tax Planning Strategies
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • BS Degree in Civil Engineering, University of Florida, 2003

Interests

  • I love spending my free moments with my wife and three wonderful kids.
  • I am also active in my local church and community.
  • I make time to maintain friendships and keep in touch with people who impact my life.
  • My wife and I both love to travel, both domestic and international.
  • If there is any time left over, I enjoy watching and playing golf, football, baseball ( i.e. , anything that involves a ball and competition)
  • I am a very proud alumnus of the University of Florida and enjoy discussing their athletic superiority.

Community participation

  • I am involved in the leadership of my local church
  • I volunteer as a mentor with the Independence School District
  • I am a coach for my kids youth sports teams

Previous experience

  • Transportation Research Engineer, MRIGlobal, 2003-2012, Kansas City, MO, 9