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
28
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
  • Wealth Preservation Strategies
  • Investments
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Insurance
  • Family Finances

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™
  • AWMA℠ Accredited Wealth Management Advisor™

Education

  • BBA, 1996 Southern Methodist University Dallas, TX

Awards & recognition

  • Ameriprise Client Experience Award, 2023
  • Ameriprise Ultimate Digital Excellence Award, 2021, 2023

Interests

I have played guitar since 1988 and enjoy performing at live music venues and private events. I also enjoy reading books on baseball, military and American history and anything about my hometown of New Orleans, LA.

My wife Sarah and I enjoy supporting our son, John and his Frisco High School baseball team. Our daughter, Margaret attends SMU.