Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. 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.

Feel confident about your financial future.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Executive Compensation and Benefit Strategies
  • Investments
  • Insurance
  • Estate Planning Strategies
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Interests

My wife and I enjoy spending time with our three beautiful daughters who keep us busy with choir, soccer and other activities.

Time permitting, I really enjoy playing golf.  Though my scorecard would indicate otherwise.

I tolerate running and have completed the Dallas White Rock Marathon and more recent, the Cowtown Half Marathon.

Other interests include reading books, most anything outdoors and conversation over a good cup of coffee.