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

  • Investments
  • Tax Planning Strategies
  • Wealth Preservation Strategies
40
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 & 63
  • Life & Health

Education

  • BA Business Admin, Major in Marketing and Minor in Finance, Texas A&M, '79

Interests

I enjoy playing golf with friends and clients. I like to visit my best clients in Rockport and fish for Trout and Redfish.

I enjoy taking our family pets to the dog park to swim, with my Labordor and Shepard Husky mix.

Lately, I love to go skiing at Lake Tahoe, as long as I stay fit.

I have a wife, Sharon, and we enjoy the occasional trip to Mexico or any other warm spot with a beach.

Community participation

Previous experience

  • Vice-President Investments, AG Edwards,, 1995-2007
  • Assoc Vice-President Investments, Paine Webber INC., 1993-19995