Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investments
  • Retirement Plan Distribution
  • Charitable Giving
  • Family Finances
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Insurance
  • Estate Planning Strategies
  • Wealth Preservation Strategies
19
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
  • CFS® Certified Fund Specialist
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Abilene Christian University: BBA in Business Management & BBA in Marketing

Interests

I have 3 real passions in my life:

  • My Lord: We are active in our local church and seek to serve his Kingdom well.
  • My Family: My wife Leila & 5 kids: Turner, Tripp, Titus, Clara, & Caroline. We enjoy traveling to the mountains of northern New Mexico or the beaches of northwest Florida.
  • My Financial Planning Practice: I bought my first stock at the age of 10. At that early age the Lord gave me a vision & desire to own my financial planning practice someday.

I am blessed to wake up every day seeking to love Jesus well, becoming a greater husband/daddy, & endlessly seeking ways to serve my clients well, through wise guidance & practice.

Community participation

  • Active Members of Westview Christian Church
  • Volunteer at the Tarrant Area Food Bank
  • Served on the Financial Advisory board of CityView Church

Awards & recognition

  • VisionaryWealth, Ameriprise Client Experience Award, 2020 - 2021
  • Ameriprise Circle of Success, 2018-2021

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.