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.


Interests

- Spending time with family and friends.

- Traveling with my best friend, my wife, Nancy.

- Taking my dogs, Foxx & Rusty, around to the local Houston dog parks.

- Playing soccer for the Saengerbund Kickers in the HFA (Houston Football Association), competitive men's soccer league. The club is celebrating it's 53rd year in existence!

- Passionately supporting Arsenal Football Club since 1996.

- Woodworking and Carving.

- Fishing any chance I get with friends, my brother-in-laws, and my nephews.

Community Participation

Founding Member of the Houston Gooners - Arsenal Supporters Club - Established 2012

Member of Houston Saengerbund and Saengerbund Kickers Men's Soccer Team in the HFA - The Houston Saengerbund, founded in 1883, is the oldest musical association in the city. The purpose of the Society is to cultivate the furtherance of song and music, to preserve the German language, to promote the Society's life and to convey good German customs and morals. http://www.houstonsaengerbund.org/

Houston Livestock Show and Rodeo Volunteer - GateKeepers Committee

12
Years of Experience ?

Client Satisfaction 5.0 out of 5 rating based on 9 reviews 100.0

Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Retirement Plan Distribution
  • Business Retirement Plans
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Investments
  • Saving for Education
  • Cash Flow Management Strategies
  • Family Finances
  • Sustainable and Responsible Investing

Education

  • University of Louisiana at Lafayette BBA Finance 2007

Previous Experience

  • Hines Securities, Inc., 2010 - 2015
  • Invesco LTD, 2010
  • VanKampen Investments - Morgan Stanley, 2007-2010