Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
48
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CLU® Chartered Life Underwriter®

Education

  • BA, Bowling Green University
  • MA, Bowling Green University

Awards & recognition

  • Financial Times 400 Top Financial Advisers, 2017-2019
  • Ameriprise Circle of Success, 2003 -2022
  • Five Star Wealth Manager, 2012-2016, 2018-2023
  • Forbes Best-in-State Wealth Advisors, 2018-2024
  • Ameriprise Hall of Fame, 2020

Professional associations

  • Financial Advisor IQ Leadership Council

Interests

I enjoy hiking with my wife and two very athletic dogs (a Belgian Malinois and a Belgian Sheepdog). I now work from the Rocky Mountains where I can take early morning hikes before engaging virtually with my San Antonio Team and our clients.

I also enjoy an occasional round of golf between hikes.

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.