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

  • Social Security Retirement Benefits
  • Investment Management
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Interests

Family

Orange Theory

Watching my son play basketball

Country Dancing

Community participation

  • Hill Country Bible Church
  • Chisholm Trail Co-op Bowling Team
  • Austin Social Dancing

Previous experience

  • Wealth Management Advisor, Merrill Lynch, Austin, TX, 2002 - 2016
  • Wells Fargo Investments, Financial Advisor, Austin, TX, 1997 - 2002
  • GNA Securities, Financial Advisor, Austin, TX, 1992 - 1997