Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Domestic Partner Planning
  • Saving for Education
  • Small Business
  • Retirement Income Strategies
20
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
  • BFA™ Behavioral Financial 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, 2015-2020

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.