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

  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Small Business
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Charitable Giving
  • Estate Planning Strategies
  • Investment Management
  • Investments
  • Family Finances
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CPA  Certified Public Accountant

Education

  • MBA, McCombs School of Business, 1986
  • BBA, University of Texas, 1984, finance

Interests

  • I am a native Houstonian.
  • I have been happily married to my wife Jennifer for 27 years.
  • We have four very active and athletic sons - ages 22, 20, 16 and 13.
  • Together our children play baseball, football, basketball and soccer.
  • I spent most of my free time with my boys, coaching or managing their athletic teams.
  • Physical fitness and a healthy lifestyle are important to me and my family.
  • I have played on a men's Sunday night recreational softball team for 15 years and I try to get to the gym at least three times a week.

Community participation

Tiras Wealth Management is committed to helping our friends and family in the hospitality industry, who have been hit hard during the coronavirus pandemic. Our team has come up with a #TipGivingPledge campaign to show support for the hospitality workers in our community. You can find more information on our Tiras Wealth Management Facebook page and join us in this movement by using the hashtag #TipGivingPledge.

Together we can make a difference in so many lives. Tip more. Help more. Give more.

  • #TipGivingPledge
  • Local High School Financial Literacy Program - What I$
  • R.O.C.K. (Raising Our Celiac Kids)
  • MD Anderson Cancer Center
  • Juvenile Diabetes Research Foundation
  • American Heart Association

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018-2020
  • Barron's Hall of Fame Advisor, 2019
  • Forbes Top Wealth Advisors, 2016-2019
  • Barron’s Top 100 Independent Financial Advisors, 2007-2019
  • Barron’s Top 1,200 Financial Advisors, 2014-2020
  • Barron’s All-Star Independent Advisors, 2017
  • Barron’s Top 1,000 Financial Advisors, 2009-2013
  • Financial Times 400 Top Financial Advisers, 2013-2017
  • Houston Business Journal, Largest Houston-Area Money Management Firms, 2015, 2017, 2019-2020
  • Houston Business Journal, Top Wealth Management Firms and Practices, 2015-2019
  • Ameriprise Chairman's Advisory Council, 1992-2020
  • Ameriprise Alex M. Alexander Award Recipient, 2006-2012

Honored to be recognized in Barron's

I'm proud to have been named a Barron's Hall of Fame Advisor in 2019. It's awarded to advisors who provide a high-quality experience, and it reflects my dedication to helping clients achieve their goals. Thank you to my dedicated clients and my talented team for making this possible - I could not have accomplished this without your trust and support.

Barron's Hall of Fame advisors have been ranked for 10 or more years on one of the following lists: Barron's Top 100 Financial Advisors, Barron's Top Women Financial Advisors or Barron's Top 100 Independent Advisors. Barron's listings are based on data compiled by many of the nation's most productive advisors, which is then submitted to and judged by Barron's. Key factors and criteria for each award include: assets under management, revenue produced by the firm, regulatory and compliance record, and years of professional experience. Barron's is a registered trademark of Dow Jones, L.P.; all rights reserved. This award is not indicative of this advisor's future performance.