Advisor profile

Envision your retirement

No two retirements look the same. What will yours be like? The Ameriprise® Retirement Profiles quiz can help you identify the lifestyle that may bring you fulfillment in retirement. Just answer a few simple either/or questions to discover if you’re an Explorer, Nurturer, Creator, Connector or Doer.

5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Insurance
  • Small Business
  • Investment Management
  • Tax Planning Strategies
  • Charitable Giving
  • Saving for Education

Education

  • BA in Business Management - West Texas A&M University - 2015

Awards & recognition

  • VisionaryWealth, Ameriprise Client Experience Award, 2020 - 2021 - 2022 - 2023 - 2024 - 2025
  • Ameriprise Ultimate Digital Excellence Award, 2023

Honored to receive recognition

All of us at VisionaryWealth are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire VisionaryWealth team and the great experience we work so hard to provide for our clients every day.

The Client Experience Award is earned by a practice based on four measurable statistics that reflect the value of goal-based advice to our clients: Client Experience Rating; percentage of clients over a certain asset level in Advice Relationships; percentage of clients over a certain asset level with regular contact and, once the practice has exceeded a minimum amount of Net Flows, the percentage of Net Flows derived from Assets Under Management.

Community participation

- St. Helen's Outreach Food Pantry

Interests

Some of my passions include:
1. Family: Spending time with my wife, Deann, and family. We enjoy taking our dogs on walks and spending time at our family house in Ruidoso.

2. Faith: We lead a faith-based life and an enjoy and being involved in our church and volunteering at the church food pantry.

3. Sports: I love to play golf and watch basketball. I am an avid Duke University fan.

4. Travel: In the summer we like to go on vacations and explore new places.

My photos

3 albums
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