Advisor profile


We care about what’s important to you

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
  • Investments
  • Wealth Preservation Strategies
  • Employee Stock Options
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Family Finances
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Saving for Education
  • Small Business
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Certified Financial Planner®
  • Chartered Retirement Planning Counselor®
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelor of Science, University of Texas at Austin, 2000

Interests

  • I enjoy music, movies, travel, and spending time with my wife and 2 daughters.

Awards & recognition

  • D Magazine Best Financial Planner, 2010-2017
  • Five Star Wealth Manager, 2014-2021

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.