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.

Get started
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Sustainable and Responsible Investing
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Saving for Education
  • Retirement Plan Distribution
  • Investments
  • Family Finances
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Small Business
  • Domestic Partner Planning

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7 - General Securities Representative
  • Series 66 - Investment Advisor Representative
  • Life and Health Insurance License
  • Business Financial Advisor

Education

  • The University of Texas at Austin

Awards & recognition

  • CFO Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023
  • Ameriprise Ultimate Digital Excellence Award, 2021,2022,2023
  • Ameriprise Circle of Success, 2012-2022
  • Five Star Wealth Manager, 2013-2017, 2022, 2023
  • CFO Wealth Management, Ameriprise Client Experience Award, 2020, 2021

Professional associations

  • College of Financial Planning

Community participation

  • Bellaire Little League - Being a part of a community such as this had led to many amazing relationships and life long memories for me and my family.
  • Jewish Federation of Greater Houston

Interests

  • Family Time - Spending Quality Time with my Wife and Four Children - Most Important of All!
  • Learning and Growing Intellectually - Never stop learning new things has always been a part of my life
  • Running, Exercising, and Eating a Well Balanced Diet - Physical Health is so important to me and my family
  • Traveling - Exploring New Places is Invigorating

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.