Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Family Finances
  • Estate Planning Strategies
  • Wealth Preservation Strategies
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • CRPC® Chartered Retirement Planning Counselor℠
  • Master of Business Administration


  • BS, Animal Science, Texas A&M University, College Station, TX
  • MBA, University of Phoenix, Phoenix, AZ


Family, friends and my community are very important to me. I enjoy spending time with my wife, Roberta, and our daughter, Caitlin. I enjoy traveling, especially cruises, and learning about new places. I am avid reader, love to sail, and enjoy all disciplines of equestrian sports.

Community participation

Scholarship Donor - Fort Worth Scottish Rite Foundation, Inc.

Proud Supporter - Birdville High School Mighty Hawk Band, North Richland Hills, TX

Past President - Beth-El Congregation, Fort Worth, TX

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2022

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.