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
25
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, 2018-2021
  • 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

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.