My Approach

You are not just another face in the crowd.

You are unique, and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.1

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

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

29
Years of Experience ?

Client Satisfaction 5.0 out of 5 rating based on 5 reviews 100.0

Areas of Focus

  • Investment Management
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Intergenerational Planning
  • Wealth Preservation Strategies

Education

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

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

Files for Download

My Videos(1 videos)