Advisor profile

My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Wealth Preservation Strategies
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • CRC® Certified Retirement Counselor®
  • APMA® Accredited Portfolio Management Advisor℠


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


  • Spending time with my wife of 23 years and our 3 sons; ages 21, 20, & 14.
  • Sponsoring and supporting the Speech & Debate community of South Texas.
  • Supporting my alma maters: Hampden-Sydney College and Roy Miller High School
  • 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!

Community participation

  • Destination Imagination
  • Cliff Maus Village
  • South Texas Speech & Debate
  • Plastic Lids Change Lives

Awards & recognition

  • Ameriprise Referable Client Experience, 2020

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