Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Family Finances
  • Insurance
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠
  • B.S. in International Business LeTourneau University
  • Series 7 General Securities NYSE/FINRA Registered Representative
  • Series 66 Combined Investment Advisory Agent & Uniformed State Exam
  • General Lines Agent - Life, Accident, Health and HMO

Education

  • LeTourneau University

Interests

  • Church involvement is important to me; I regularly participate on several leadership teams.
  • Traveling to new places. 13 countries and counting!
  • Canoeing: I paddled the Mississippi river (826 miles of it!)
  • Various martial arts; earned a black belt in Taekwondo
  • Falconry: In high school I would train and hunt with birds of prey

Community participation

I'm involved in the community of East Dallas. And I seek to regularly support the White Rock Center of Hope, where I currently server on the board, because I believe anyone might need a extra hand on occasion.

I'm part of a group of business owners in East Dallas that is actively involved in the local community to build deeper relationships and a stronger community.

Awards & recognition

  • Five Star Wealth Manager, 2013, 2014, 2015, 2016, 2017, 2018, 2019, & 2020.
  • Ameriprise Client Experience Award, 2021
  • Ultimate Digital Excellence Award, 2021

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.