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
  • Family Finances
  • Domestic Partner Planning
  • Investments
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • AAMS® Accredited Asset Management Specialist℠
  • Series 7 License
  • Series 63 License
  • Series 66 License

Interests

I enjoy traveling, relaxing to music and taking my wife of 31 years, Cindi, along with sons Bobby, Steven, Brian and Justin to Dallas Mavericks, Stars games and other events and concerts.

Community participation

Volunteer for Neuro Assistance Foundation to help people with spinal cord injuries.

Awards & recognition

  • Five Star Wealth Manager, 2015