Advisor profile

What you can expect when you work with me

 At Ameriprise, our 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.
Feel confident about your financial future.

Areas of focus

  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Investments
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • BS, University of Tampa, 1992, criminal justice


I am originally from Tampa, FL, but I have lived in Houston since 1992.

I have been happily married to my wife Marlene for 18 years.

We have two sons who keep us very busy, Christian (14) and Lucas (10).

I spend most of my free time with my family and coach both of my sons' sports teams.

Community participation

My wife and I actively support the following local philanthropic organizations:

  • Child Advocates
  • The Women's Home
  • Houston Achievement Place

My staff and I support several local charities throughout the year:

  • Houston Food Bank
  • BEAResource for CPS Kids, Houston
  • myLIFEspeaks

Awards & recognition

  • Houston Business Journal, Largest Houston-Area Money Management Firms List, 2010-2020