Advisor profile


My approach

Personalized advice to help you achieve your goals

As a Certified Financial Planner™ practitioner and Wealth Advisor with offices located in Dallas, Texas and Tyler, Texas and working with clients across the country, I take the time to understand what’s truly important to you.

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement ® approach.

Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio,and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Areas of focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Small Business
  • Charitable Giving
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • University of Central Oklahoma - Bachelor’s of Science in Accounting

Interests

I have been happily married to my wife Stephanie for 20 years. I grew up in Oklahoma, began my career in Dallas, Texas, and have lived in Tyler, Texas since 2001.

We have four sons: Jake, Zeph, Garrett, and Nick. Two are Eagle Scouts and one is preparing to become Eagle Scout in 2020.

I was a den leader for the Boy Scouts of America, and I am currently an active adult member of the organization.

I have been competing in triathlons since 2010, and I plan to compete in the Rose City Tri in Tyler, Texas and the Toyota US Open in Dallas, Texas in Fall 2021.

I enjoy golfing, traveling with my family, hiking, basketball, and water activities.

Community participation

  • Marvin United Methodist Church
  • Chi Alpha Campus Ministries
  • Boy Scouts of America - Troop 369
  • Grace Community School
  • Tyler Rotary Club Member

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018-2020
  • Ameriprise Chairman's Advisory Council, 2012-2020
  • Ameriprise Circle of Success, 2005-2020
  • Ameriprise Hall of Fame, 2017
  • Five Star Wealth Manager, 2012-2020

Professional associations

  • Financial Planning Assocation
  • Estate Planning Council
  • Christian Franchise Advisor Network