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

Areas of focus

  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business


  • BFA™ Behavioral Financial Advisor
  • ChFC® Chartered Financial Consultant®


  • Texas Christian University - Masters of Business Administration
  • Texas A&M University - Bachelors of Science

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018-2022
  • Financial Times 400 Top Financial Advisers, 2017
  • Forbes Top 250 Wealth Advisors, 2021
  • Barron’s Top 1,200 Financial Advisors, 2014-2019
  • Ameriprise Hall of Fame, 2010
  • Ameriprise Chairman's Advisory Council, 2000-2019

Community participation

  • Fort Worth Stock Show Syndicate
  • American Cancer Society Board Member
  • Association of Fundraising Professionals
  • Money with Meaning, Founder
  • Lone Star Council of Charitable Gift Planners
  • Entrepreneurs' Organization Board Member


  • Hiking
  • Running
  • Travel
  • Backpacking
  • Podcasts

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.