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

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • BS major Finance, minor Economics, University of Wisconsin - Parkside, Kenosha, WI

Interests

I have several interests which are varied in nature. I enjoy spending time with my family which includes my wife, Danielle, and our three children. Along with this, our variety of pets. These include: 3 dogs, 1 cat, a Bearded Dragon, and varying animals depending on what changes have occurred.

I also can be found taking care of any one of my bee hives, photography, carpentry (currently working on a tree house), watching Local Theatre or helping with our local Boy Scout Troop.

Other interests include: coin collecting, being a Black Belt in Tae Kwon Do, camping, salt water fish tanks/live corals or learning about old West history.

Community participation

  • Leader in my boy's Boy Scout Troop.
  • Junior Achievement Volunteer in Plano School District.
  • Member of Collin County Hobby Beekeepers Association (CCHBA)
  • Sherman Community Players Local theatre

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2018