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
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
  • Retirement Income Strategies
  • Business Retirement Plans
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Wealth Preservation Strategies


  • CRC® Certified Retirement Counselor®
  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™


  • Roy Miller High School, Graduate 1991
  • Hampden-Sydney College, Bachelor of Arts, Mathematical Economics, 1995

Awards & recognition

  • Ameriprise Referable Client Experience, 2020
  • Five Star Wealth Manager, 2022
  • Ameriprise Circle of Success, 2022

Previous experience

  • Senior Financial Advisor, Summit Brokerage Services, 2012-2019
  • Senior Financial Advisor, Brokersxpress, 2010-2012
  • Senior Vice President, Morgan Keegan Financial, 2007-2010
  • Senior Financial Advisor, Ameriprise Financial, 2001-2007
  • Financial Advisor, American Express Financial Advisors, 1997-2000

Community participation

  • Destination Imagination
  • Plastic Lids Change Lives
  • Tuloso-Midway Theatre Arts
  • Episcopal Diocese - West Texas


  • Spending time with my wife of 25 years and our 3 sons; ages 23, 21, & 16
  • Supporting my alma maters: Hampden-Sydney College and Roy Miller High School
  • Supporting Destination Imagination
  • Supporting Plastic Lids Change Lives
  • I enjoy food tours & historical tours when traveling to new cities.
  • Learning about investing money has been a passion and hobby of mine since I was 3 years old!

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.