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

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Employee Stock Options
  • Estate Planning Strategies
  • Charitable Giving
26
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℠

Education

  • B.B.A, Finance, Texas State University, San Marcos, TX

Interests

  • Spending time with family.
  • Fishing
  • Gardening
  • Hunting

Community participation

  • Meals on Wheels and More, Route Co-ordinator/Driver, Austin, TX
  • 2013 Ameriprise Financial Community Impact Award Field Team Finalist
  • 2015 Endorsed Meals on Wheels and More for $10,000 grant awarded by Ameriprise Community Relations
  • Ameriprise proudly supports Wounded Warrior Project and Warriors to Work.

Awards & recognition

  • Ameriprise Circle of Success, 2009