Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Employee Stock Options
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Family Finances

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Bachelor of Business Administration, University of Oklahoma, 1998

Awards & recognition

  • Luminate, Forbes Best-in-State Wealth Management Teams, 2023
  • Ameriprise Ultimate Digital Excellence Award, 2021-2022
  • Five Star Wealth Manager, 2012- 2022
  • D Magazine Best Financial Planner, 2012-2017

Honored to be recognized in Forbes

I’m excited to share that Luminate has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.

Community participation

  • Chair of Board of Directors, Broadway Dallas
  • Former Board Member, OU Club of Dallas
  • Financial Planning Association of Dallas/Ft. Worth
  • Dallas Sigma Chi Alumni Association
  • Member, Genesis Women's Shelter HeROs Mens Auxiliary Group
  • Member, Dallas Friday Group
  • Eagle Scout

Interests

My wife Elizabeth and I are very active in the Lakewood neighborhood of Dallas. We enjoy spending time with our three children, Draper, Braden and Blake. When we're not busy with our family's crazy schedule, we can be found most weekends at White Rock Lake.

In my spare time, I enjoy playing golf and attempting to run regularly. My wife and I also enjoy attending arts events.

As an avid University of Oklahoma football fan, I am usually in front of a TV or in the stands every Saturday in the fall yelling loudly. Boomer Sooner!

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.