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.


Interests

Spending time with my wife and family are my joy and number one priority. We stay busy following our kids to their various activities. If I get free time, I'm usually at a baseball game or on the golf course. I am a deacon and enjoy serving at my church, the Canadian Church of Christ.

Community Participation

Deacon at the Canadian Church of Christ

Canadian Lion's Club

Senior Softball League

19
Years of Experience ?

Areas of Focus

  • Estate Planning Strategies
  • Intergenerational Planning
  • Small Business
  • Retirement Planning Strategies
  • Insurance
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Saving for Education
  • Family Finances
  • Investments
  • Domestic Partner Planning

Education

  • Texas Tech University, B.B.A., Marketing

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