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
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Small Business
  • Tax Planning 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℠
  • CLTC® Certified Long Term Care®


  • Bachelor of Business Admin, Real Estate and Economics, University of Wisconsin


Jann and I enjoy spending time with our grandchildren, traveling to our timeshare, live performances, and, of course, rooting for Wisconsin and the Spurs. I also enjoy books, most types of music, European cars, testing my culinary skills with a saute pan in the kitchen, and I certainly can't forget to mention Bella, the wonderdog!

Community participation

  • St. Marks Episcopal Church - Member
  • University of Wisconsin Alumni Association - Lifetime Member
  • University of Wisconsin Foundation - Patron
  • South Texas Charities, Inc. - Former Board of Director
  • Children's Hospital of San Antonio - Board of Director; Patron
  • Earn A Bike Co-op - Patron

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2019
  • Premier Protection award, RiverSource Life Insurance Company, 2014

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.