Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Saving for Education
  • Social Security Retirement Benefits
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

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

Education

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

Interests

I live in Keller, TX and have 3 children:

- Olivia (21), Junior at The University of Oklahoma

- Grace (19), Sophomore at The University of Oklahoma

- Jackson (18), Senior at Southlake Carroll High School

I enjoy:

- Spending time with family and friends

- Reading

- Golfing

- Hunting

- Fly Fishing

Community participation

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

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

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. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.