Advisor profile


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As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for clients to collaborate with me, any time from any device. In one secure, convenient online space, you can:
  • Track your goals and progress
  • Connect and share information with me
  • View, store and organize your financial documents
  • Transfer funds, and much more
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Areas of focus

  • Family Finances
  • Tax Planning Strategies
  • Business Retirement Plans
  • Social Security Retirement Benefits
  • Small Business
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Saving for Education
5
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
  • BFA™ Behavioral Financial Advisor™
  • Series 7, Series 66, Life, Accident & Health

Education

  • Master of Business Administration, Finance, University of Houston
  • Bachelor of Arts, Management Information Systems, Texas A&M University

Interests

  • Getting outdoors
  • Cooking

Community participation

I give my time to kids, education, and the outdoors through these and other groups;

Vice President - First Katy United Methodist Men

Committee Chairman Cub Scout Pack 1836 (2018 - 2019)

Houston Livestock Show & Rodeo - Transportation Committeeman

Texas Parks & Wildlife - Angler Education Instructor and Area Chief

Previous experience

  • Team Lead - Invesco - Houston, TX, 2009 - 2017
  • Busines Consultant - Odyssey - Houston, TX, 2008 - 2009
  • Project Manager - JP Morgan Chase - Houston, TX, 2007 - 2008
  • Sr. Busines Analyst - Invesco- Houston, TX, 1998 - 2007