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
31
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
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Investments
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Family Finances

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • BA Finance - University of Texas in Arlington

Awards & recognition

  • Clearfork Wealth Management, Forbes Best-in-State Wealth Management Teams, 2024
  • Ameriprise Circle of Success Chairman’s Advisory Council, 2022

Advisor Bio

I have worked for 31 years as an advisor, Chief Operating Officer, and now Chief Executive Officer for Clearfork Wealth Management. The clients I am best suited to help are those who have already reached a level of success but want to improve their financial situation or create a legacy. I strive to help bring value to clients’ lives by working together building a financial plan that may bring them a sense of peace and a belief that their family is taken care of. The legacy clients want to create means more than just where the money goes, but also what family values are passed on. When I am not working, I can be found working on my 1979 Corvette, camping, or spending time with my family and our dog, Rocky.

Community participation

  • The Boy Scouts of America
  • Friends of the Trojan Acts

Interests

  • Boy Scouts of America
  • Jeeps
  • Computers
  • Electronics

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.