Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Small Business
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® - Certified Financial Planner
  • AAMS® - Accredited Asset Management Specialist

Education

  • Texas A&M University, B.B.A Finance 1990

Interests

  • Helping my sons and exercising with Tonya.
  • I enjoy the camping and high adventure trips in scouting and I run the track at Rice University whenever I get the chance.

Community participation

  • Board Chair Member - Hay Center Foundation for foster youth
  • Sheparding Elder - First Presbyterian Church
  • Member - Son's of the American Revolution
  • Proud father of two wonderful sons, Drew - 19 and Kyle - 24, and husband to my wife, Tonya

Awards & recognition

  • Five Star Wealth Manager, 2014-2017
  • Ameriprise Circle of Success, 2007-2017
  • Ameriprise Diamond Ring Award, 2012
  • Ameriprise Chairman's Advisory Council, 2007
  • Forbes Best in State Wealth Advisors , 2017

Professional associations

  • Planned Giving Council of Houston
  • MDRT - Million Dollar Round Table