Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Saving for Education
  • Social Security Retirement Benefits
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies

Qualifications

  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™
  • CLTC® Certified Long Term Care
  • CMFA® Certified Military Financial Advisor®

Education

  • B.B.A. Finance, University of Oklahoma, Norman, OK 1991

Awards & recognition

  • Ameriprise Diamond Ring Club, 2012
  • Ameriprise Circle of Success, 2000-2014
  • Ameriprise Outstanding Leader Award, 2006
  • Five Star Wealth Manager, 2014 and 2015

Community participation

  • Assistant Scoutmaster Troop 928 Longhorn Council B.S.A.
  • Trout Unlimited
  • Ducks Unlimited
  • Financial Planning Association

Interests

I live in Keller, TX and have 3 children:

- Olivia (24) Social Worker

- Grace (22), Manager at Acadamy Sports and Outdoors

- Jackson (20), Junior at The University of Miami of Ohio

I enjoy:

- Spending time with family and friends

- Reading

- Golfing

- Hunting

- Fly Fishing

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.