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

Trail Running

Mountain Biking

Animal Enthusiast

Community Participation

National Day ofService (December 12, 2014), Minnie's Food Pantry, Plano, TX, Volunteer

LoneStarClassic Drumline Competition Invitational, Marcus HS Band Booster Club, FlowerMound, TX, Chairman, Chairman-shadow, Event Sched. Coordinator, 2011-12AY thru2013-14 AY.

Briarhill Mid.School Band Booster Club, Treasurer, 2011-2012AY.

Denton CountyFriends of the Family, Corinth, TX, Board Member, Financial Committee,2012-2103.

Denton CountyFriends of the Family, Corinth, TX, Board of Directors 1st Vice Chairman,Financial Committee Member, 2014.

Marcus HS CrossCountry Booster Club, Volunteer, Concessions Chair, 2014-2015AY

26
Years of Experience ?

Client Satisfaction 4.8 out of 5 rating based on 15 reviews 96.00

Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Retirement Income Strategies

Education

  • Vanderbilt University B.S., Engineering/Industrial Management

Files for Download

My Videos(2 videos)