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

  • Investments
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Tax Planning Strategies
  • Charitable Giving
  • Insurance
  • Saving for Education
  • Domestic Partner Planning
  • Small Business
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Chairman's Advisory Council

Education

  • Master of Business Administration, Rice University, 1988
  • Bachelor of Business Administration, University of Texas, 1986

Interests

Spending time with family

Coaching youth sports

Travel

Reading

Skiing

Golf

Community participation

The Fay School, trustee

The Children's Fund, volunteer

Neuhaus Education Center

BE A Resource for CPS Kids (BEAR)

Awards & recognition

  • Ameriprise Chairman's Advisory Council, 2008-2019
  • Ameriprise Circle of Success, 2008-2019
  • Ameriprise Hall of Fame, 2013
  • Forbes Best-in-State Wealth Advisors, 2018-2020
  • Barron’s Top 1,200 Financial Advisors, 2016-2020
  • Barron's Top 1000 Financial Advisors, 2009
  • Five Star Wealth Manager, 2012-2020
  • Financial Times 400 Top Financial Advisers, 2017, 2019

Honored to receive recognition

I’m proud I’ve been named to four industry publications’ top advisor lists: Forbes Best-in-State Wealth Advisors, 2018-2020, Barron's Top 1200 Financial Advisors, 2016-2020, Five Star Wealth Manager 2012-2020, Financial Times 400 Top Financial Advisors, 2019. These rankings recognize advisors who provide clients with a high-quality experience and lead the way in the industry. It is an honor because I truly enjoy helping my clients achieve their goals. I’d like to thank them for their trust and for the opportunity to continue working together. And, I’d like to thank my dedicated team for all their hard work and support.