Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Charitable Giving
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • B.A. Economics from Trinity University (1998)

Interests

  • I have been married to my wife, Julie, since July 1, 2000.
  • We enjoy spending time with our 3 children (Emma, Kyle, and Connor).
  • We are actively involved at Grace Covenant Church in northwest Austin.
  • My personal interests include movies, reading, basketball, tennis, and ping-pong.

Previous experience

  • Business Development Manager at IBM, 2001 - 2003
  • Consultant at Deloitte, 1998 - 2001