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
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Employee Stock Options
  • Tax Planning Strategies
  • Saving for Education
  • Family Finances
  • Estate Planning Strategies
16
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
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

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

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.

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

Awards & recognition

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

Professional associations

  • Assumption College Alumni