My Approach

You are not just another face in the crowd.

You are unique, and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.1

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

Interests

Family, Golf, Outdoors & Watching Sports

Community Participation

Advisory Council - The First Tee of Greater Tyler

Member - First Christian Church - Tyler, TX

Past Board of Director - Tyler Area Chamber of Commerce

14
Years of Experience ?

Client Satisfaction 4.4 out of 5 rating based on 5 reviews 88.00

Areas of Focus

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

Education

  • Texas Christian University, Bachelor of Science

Files for Download

My Videos(4 videos)

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