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

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
36
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
  • CLU® Chartered Life Underwriter®
  • ChFC® Chartered Financial Consultant®
  • APMA® Accredited Portfolio Management Advisor℠
  • BFA™ Behavioral Financial Advisor™

Education

  • B.S. 1982 Northern Arizona University. Flagstaff, AZ
  • M.S. 1999, Estate Planning. College for Financial Planning. Denver, CO

Interests

  • Golf
  • Photography
  • Hiking
  • Travel

Community participation

  • Past President - The Rotary Club of The Woodlands

Awards & recognition

  • Named to Barron’s® Top 1,200 Financial Advisors, 2014-2019
  • Named to Barron's® Top 1,000 Financial Advisors, 2009-2013
  • Ameriprise Chairman's Advisory Council, 2002-2019
  • Ameriprise Circle of Success, 2002-2019
  • Forbes Best-in-State Wealth Advisors, 2019-2020
  • Financial Times 400 Top Financial Advisers, 2015-2018
  • Five Star Wealth Manager, 2012-2018