Advisor profile

What you can expect when you work with me

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.

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Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies




  • The University of Oklahoma, BA, Marketing
  • Oklahoma City Community College, AA, Business

Awards & recognition

  • Privata Wealth Group, Ameriprise Client Experience Award, 2020-2021
  • Ameriprise Circle of Success, 2019-2022
  • Five Star Wealth Manager, 2013-2016, 2019-2023
  • Ameriprise Ultimate Digital Excellence Award, 2021-2022

Community participation

  • I serve as a Board Member, Massey Lakes Estates Home Owners Association
  • Board Member, Vic Coppinger YMCA in Pearland, TX 2007-2020, Served for two years as the Chairman of the Board
  • I served as the Den Leader for Pack 416, 2013-September 1 2017
  • I serve as a Youth Sports Coach for Coppinger YMCA 2011 to present
  • I have served on the St. Helen Catholic Church Pastoral Council, Vice President
  • I served as the Chair for the St. Helen Catholic Church Bazaar 2012-2013
  • I am in The Knights of Columbus
  • I am a life member of The Greater Houston Partnership


I am married to wonderful woman, Jessi, and we have three children; Brayden, Daniel and Adelynn. They are young now, but most of my free time is following my kids in the activities they are involved in. I can often be found on Saturdays coaching young people is soccer, basketball, or other sports that my kids participate in. In addition to that, I volunteer time at my church through ushering and distributing food with St Vincent DePaul Society, and volunteer with the Vic Coppinger YMCA in Pearland. My family and my community are both very important to me.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.