Advisor profile


The advantages of working together online

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for us to collaborate, any time from any device. In one secure, convenient online space, you can:
  • Track your goals and progress
  • Connect and share information with me
  • View, store and organize your financial documents
  • Transfer funds, and much more
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28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Insurance
  • Estate Planning Strategies

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 9/10 – General Securities Sales Supervisor Exam
  • Credential Series 31 – Futures Managed Funds Examination
  • Series 52 – Municipal Securities Representative Examination
  • Series 63 – Uniform Securities Agent State Law Examination
  • Credential NamSeries 65 – Uniform Investment Adviser Law Examination
  • Group 1 Insurance License

Education

  • Bachelor of Business Administration in Finance, University of Houston, 1995

Awards & recognition

  • Ameriprise Circle of Success, 2009, 2012, 2014, 2016
  • MILLER, SWOPE & ASSOCIATES, Ameriprise Client Experience Award, 2022

Previous experience

  • Advisor, Ameriprise Advisor Services, Inc, Houston, TX, 1996 - 2009

Interests

  • Travel
  • Spending time with family