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

  • Investment Management
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Employee Stock Options
  • Retirement Income Strategies
  • Intergenerational Planning
  • Saving for Education
  • Wealth Preservation Strategies
  • Tax Planning Strategies
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • BS - International Trade / Economics, Texas Tech Univeristy, 1984

Interests

Outside the office I really love spending time with my wife Jennifer - working out at the gym, going to see movies and volunteering through our church. I also enjoy working on and driving classic cars and Land Cruisers. My boys and I love to hunt and go to the local shooting ranges. I am also a fully licensed Class 3 Federal Firearms Dealer.

My children are all above the age of 19 so we are new "empty nesters"! The quiet is nice but checks to the universities are brutal (5 combined kids with 3 in college).

Community participation

Counselor for Boy Scouts of America, Troop 421

Previous experience

  • Financial Consultant, Lehman Brothers Inc., 1992-1993
  • Sr. Vice President, Financial Consultant, Solomon Smith Barney Inc., 1993-2001
  • Sr. Vice President, Financial Advisor, Prudential Securities Incorporated, 2001-2003
  • Sr. Vice President, Financial Advisor, Wells Fargo Advisors, LLC, 2003-2016