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
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Investments
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Insurance
  • Tax Planning Strategies
  • Charitable Giving
  • Estate Planning Strategies

Qualifications

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

Education

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

Awards & recognition

  • Ameriprise Client Experience Award, 2020, 2021
  • Five Star Wealth Manager, 2022

Community participation

    • Lubbock Chamber of Commerce
    • Lubbock Cooper Tennis Booster Club
    • Leadership Lubbock Class of 2015

Interests

  • 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, tennis, snow skiing, fly fishing, hunting.