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

  • Family Finances
  • Investment Management
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Saving for Education
  • Estate Planning Strategies
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • BA Bachelor of Business Administration, Texas A&M University - Commerce, TX

Interests

  • Spending time with my wife and three children.
  • Coaching his kids' sports.
  • When I am not with my family, I enjoy golfing, hunting & fishing.

Community participation

  • Leadership Richardson Class XIX, Alumni
  • Richardson Citizens Police Academy, Alumni
  • Part of the security team at his church as a state Commissioned Security and Personal Protection Officer.

Awards & recognition

  • Five Star Wealth Manager, 2012-2021
  • Ameriprise Circle of Success, 2007, 2011, 2016-2021
  • Ameriprise Client Experience Award, 2020-2021
  • Ultimate Digital Excellence Award, 2021

Honored to receive industry recognition

I have some good news to share — I’ve won the 2021 Five Star Wealth Manager award! While it’s my name on this award, it would not have been possible without the continued trust of our clients and without a team that’s dedicated to providing the best possible service.

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.