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

Areas of focus

  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Domestic Partner Planning
  • Saving for Education
  • Small Business
  • Retirement Income Strategies
21
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
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® - Chartered Retirement Planning Counselor
  • Series 7 - General Securities Representative
  • Series 66 - Investment Advisor Representative
  • Life and Health Insurance License

Education

  • BA Government, University of Texas at Austin, 1977

Interests

  • My family provides the core around which many of my interests hobbies are focused. Camping with my wife and children and being involved in my church have always been important.
  • To simply relax I enjoy reading a wide variety of books & articles and frequently do so while lounging and watching the Koi in the pond I built in our yard.

Community participation

  • Having friends & relatives who must deal with degenerative eye diseases has led me to work with the local chapter of the Foundation Fighting Blindness. As their Legacy Ambassador & Outreach Co-Chairman I assist members with Charitable Gifting strategies & speak before professional groups on how they can help in funding research to fight retinal diseases.

Awards & recognition

  • Five Star Wealth Manager, 2015-2022

Previous experience

  • Financial Advisor, Ameriprise Financial Services, Inc. Houston, TX, 2000 to present
  • Chief Operating Officer, Direct Resourses, 1999 to 2000
  • President/Owner, Wheeler Services, Inc. Houston, TX, 1987 to 1999

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.