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
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Investments
  • Retirement Planning Strategies

Qualifications

  • Series 7, 63 & 65 Licensed
  • Life, Health and Disability Licensed

Community participation

Ameriprise proudly supports Wounded Warrior Project and Warriors to Work.

Interests

I enjoy working with kids and for the past 10 years I have coached ice hockey in Plano. I'm a member of USA Hockey and I'm a level 4 trained hockey coach. I have coached Plano Senior High School for the past 8 years at both the Varsity and Junior Varsity level as well as various elite travel hockey teams with some players advancing to the Division 1 hockey level. It is extremely rewarding watching the players grow both as individuals as well as hockey players. (life's lessons through hockey)