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
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Charitable Giving
  • Insurance
34
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

Education

  • B.S., 1977, civil engineering University of Houston

Interests

  • Fishing for catfish & crappie followed by a big family fish fry
  • Exploring the great outdoors and hiking
  • Cooking anything I can think of on the Big Green Egg
  • Writing

Community participation

  • Member of Bent Tree Bible Fellowship, Carrollton, TX
  • Board member of the Methodist Richardson Medical Center Foundation, Richardson, TX (2011 through 2016)

Awards & recognition

  • Five Star Wealth Manager, 2012 -2017
  • Ameriprise Circle of Success, 2012-2016

Professional associations

  • Financial Planning Association
  • Kingdom Advisors
  • Estate Planning Council of North Texas

Previous experience

  • United States Navy, Officer, 1977-1985