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

  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Retirement Income Strategies
18
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
  • CLU® Chartered Life Underwriter®
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • BA in Math from Texas A&M - Commerce in 1999

Interests

  • Reading non-fiction
  • Cooking - Specifically grilling and main courses
  • Volleyball
  • Summer beach vacation with my wife and two little girls

Community participation

Member of Treasuring Christ Church

Awards & recognition

  • Ameriprise Circle of Success, 2009, 2012, 2014, 2018, 2019, 2020