Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Employee Stock Options
  • Tax Planning Strategies
  • Saving for Education
  • Family Finances
  • Estate Planning Strategies

Qualifications

  • ChSNC® Chartered Special Needs Consultant®
  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • MPAS™ Master Planner Advanced Studies™
  • ChFC® Chartered Financial Consultant®

Education

  • Bachelor of Arts, Assumption College
  • Master of Science in Financial Planning

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2015, & 2018.
  • Ameriprise Circle of Success, 2008, 2014- 2019

Professional associations

  • Assumption College Alumni

Community participation

I serve as the Treasurer on the Down Syndrome of Central Texas Board of Directors

I am a Team Captain for the annual Buddy Walk, which supports the Down Syndrome Community.

I coach my youngest son Marco's soccer team at the YMCA

Interests

  • I value quality time with my wife and sons.
  • I enjoy working with and helping the special needs community
  • I try to keep active by playing soccer once a week all year.
  • I try to get out on the slopes and ski a few times a year.
  • I enjoy cultural exploration through history and world travel.

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.