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
  • Investments
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Family Finances
  • Insurance
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • 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

Awards & recognition

  • Five Star Wealth Manager, 2013, 2014, 2015, 2016 & 2017.