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
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Small Business
  • Retirement Income Strategies
  • Charitable Giving
  • Insurance
  • Estate Planning Strategies
  • Investments

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • CLTC® Certified Long Term Care
  • CMFA® Certified Military Financial Advisor®
  • Series 24 Licensed: General Securities Principal - FINRA
  • Series 7 Licensed: General Securities Registered Representative - FINRA
  • Series 63 Licensed: Uniform Securities Agent State Law Exam (USASLE) - Texas Securities Commission
  • Group I - Texas Insurance Licensed (Life, Health and Variable Annuity Contracts)

Education

  • Bachelor of Science, Computer Science, U.S. Military Academy, West Point, N.Y

Awards & recognition

  • Five Star Wealth Manager, 2012, 2014-2017, 2019-2023
  • Ameriprise Circle of Success, 2014, 2016, 2020
  • Ameriprise Client Experience Award, 2022

Professional associations

Community participation

  • West Point Society of Greater Houston
  • Ameriprise proudly supports Wounded Warrior Project and Warriors to Work. As a veteran or our nations' military, I am especially proud of this philanthropic partnership.

Interests

  • Empowering Others to Take Control of Their Financial Future
  • Youth Mentorship
  • Cheering on The Home Teams: Houston Texans, Houston Rockets, and Houston Astros!
  • Volunteer Work: Ending Hunger, Support of Military Veterans and Wounded Warriors
  • Church Volunteer Activities
  • Family Travel
  • Ancestry Research

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.