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
  • Investments
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Divorce Financial Planning
  • Family Finances
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Small Business
  • Cash Flow Management Strategies
  • Business Retirement Plans
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • ChFC® Chartered Financial Consultant®
  • LUTCF Life Underwriting Training Council Fellow
  • CLU® Chartered Life Underwriter®
  • CASL® Chartered Advisor for Senior Living®

Education

  • Texas A&M University Class of 1982; Bachelors of Agriculturals Economics

Interests

  • Fishing
  • Hunting
  • Travel
  • Spending Time With Family

Awards & recognition

  • Five Star Wealth Manager, 2017

Previous experience

  • Financial Advisor, Ameriprise Financial, 2016-current
  • Financial Planner, MetLife, 2001-2016
  • Financial Advisor, MetLife, 1992-2016