Advisor profile


What you can expect when you work with me

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

Areas of focus

  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
41
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 3, 7, 63 & 65

Education

  • Bachelor of Science, 1973, History, South Dakota State University
  • Bachelor of Science, 1973, Georgraphy, South Dakota State University

Interests

  • I greatly enjoy all types of flying activities including flying sail planes and traveling in our Cessna Turbo 210 aircraft
  • My wife, Patty and I, enjoy visiting old friends in different parts of the U.S. on 3-day weekends, and flying across the Rockies to visit our son and his wife in San Francisco
  • I enjoy supporting Patty's activities with El Paso Boy Scout Troop 4. She has been the Troop Swimming Instructor since 1997, and is also the Troop Committee Chairwoman
  • I grew up hunting and fishing in South Dakota and one of my hobbies is still long-range rifle shooting at 1,000 yards

Community participation

  • Command Pilot, Angel Flight Charity
  • Better Business Bureau of El Paso, Texas - Past Chairman of the Board
  • Boy Scouts of America - Scout Leader 1990-1995
  • National Association of Uniformed Services - President 2012
  • Skydive El Paso Demonstration Team - 1996-2012
  • El Paso Soaring Society - President 2009
  • Saint Nicholas Church - President 1987

Professional associations

  • South Dakota State University Alumni

Previous experience

  • Financial Advisor, Merrill Lynch, Pierce, Fenner & Smith INC, 2003-2008
  • Financial Advisor, Morgan Stanley DW INC, 1981-2003