Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options

Education

  • Bachelor of Arts-Business Administration, Austin College, Sherman, TX

Awards & recognition

  • Five Star Wealth Manager, 2012-2018, 2020-2021, 2023
  • Ameriprise Client Experience Award, 2023

Community participation

I'm a proud supporter of Prosper athletic programs, Cornerstone North Central Texas, Hugs Organization, and the local Alzheimer's Association.

I'm also active in the Prosper Young Life Committee.

Interests

  • Spending time with my wife, Jennifer, 2 boys, Justin and Tyler, and our golden doodles, Murphy and Moose. We'll spend a fair amount of time over the next 4 years at Oklahoma State in Stillwater, OK supporting our Pokes.
  • I love golf, hunting, fishing, anything outdoors and being at the lake with family and friends.
  • I'm an avid Orange Theory participant.
  • Jennifer and I, mostly Jennifer, have recently renovated one of the first homes built in downtown Prosper in the early 1900's. It is now our cozy new office. We'd love to give you a tour.

My photos

2 albums
close

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.