Advisor profile

What you can expect when you work with me

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.

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Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Retirement Income Strategies
  • Investment Management
  • Christian Financial Strategies
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Saving for Education
  • Insurance
  • Tax Planning Strategies
  • Charitable Giving
  • Social Security Retirement Benefits
  • Estate Planning Strategies


  • CRPC™ Chartered Retirement Planning Counselor™
  • CKA® Certified Kingdom Advisor®
  • MS in Family Financial Planning from Texas Tech University.


  • Master of Science, Family Financial Planning
  • Texas Tech University
  • December 1999

Awards & recognition

  • TruPurpose Advisors, Ameriprise Client Experience Award, 2020, 2021, 2022
  • Five Star Wealth Manager, 2022, 2023
  • Ameriprise Ultimate Digital Excellence Award, 2022

Community participation

    • Lubbock Chamber of Commerce
    • Levelland Chamber of Commerce
    • Leadership Lubbock Class of 2015


  • Spending time with my wife and kids, participating in their activities.
  • Being involved in the community through church and other organizations.
  • Outdoor activities; mountain biking, pickleball, snow skiing, fly fishing, hunting.

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.