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
23
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
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Retirement Plan Distribution

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 24 - General Securities Principal Examination
  • Series 66 - Uniform Combined State Law Examination

Education

  • Bachelor of Science in Finance, University of Houston - Clear Lake, Houston, TX

Awards & recognition

  • Ameriprise Circle of Success, 2019-2020
  • Ameriprise Client Experience Award, 2020
  • Ultimate Digital Excellence Award, 2021
  • Gazzier Group, Ameriprise Client Experience Award, , 2021

Previous experience

  • Merrill Lynch Financial Advisor, 1999-2018

Community participation

  • Church
  • 1000 Hills Ministry
  • New Orleans Mission

Interests

  • I love to Travel
  • Spending time with my wife and our Six Kids, Max, Blake, Johnathon, McKenna, Zachary & Jax
  • Boating
  • Reading
  • Charitable Giving