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.

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9
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Wealth Preservation Strategies
  • Retirement Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Bachelor of Business Administration, University of North Texas - 1990

Awards & recognition

  • Five Star Wealth Manager, 2023

Previous experience

  • Financial Associate, Thrivent Financial, Flower Mound, Texas, 03/2016 - 05/2019
  • Manager of Community Engagement, Thrivent Financial, Irving, Texas, 07/2012 - 03/2016
  • Principal, The Armey Group, Denton, Texas, 01/2009 - 07/2012

Honored to receive recognition

I’m honored to announce I’ve received a 2023 Five Star Wealth Manager award! This award recognizes wealth management professionals who provide excellent service to their clients. Many thanks to my colleagues for their continued support, my clients for placing their trust in me, and Five Star Professional for the recognition.

Community participation

Mission Denton – President, Board of Directors

Interests

My wife, Carisa, and I live in Flower Mound, Texas. Our twin daughters, Alix and Abbi, attend Texas A&M University in College Station.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.