Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Wealth Preservation Strategies
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

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

Education

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

Interests

  • 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