CFP®, CRPC®, ChFC®, CKA®
Private Wealth Advisor
This number may include years as a financial advisor, and/or experience as a registered representative.
5.0 out of 5 rating based on 4 reviews
Areas of focus
- Retirement Planning Strategies
- Wealth Preservation Strategies
- Estate Planning Strategies
- Tax Planning Strategies
- Saving for Education
- Family Finances
- My wife and I are very active at First Baptist Church of Hallsville.
- We try to get involved with all the activities that our three children participate in.
- We enjoy traveling, outdoor activities, cooking and spending time together on our back porch.
Awards & recognition
- Ameriprise Circle of Success, 2003, 2005, 2007, 2009, 2013, 2014, 2016-2021
- Ameriprise Circle of Success Diamond Ring, 2020
- Sherwood Financial, Ameriprise Client Experience Award, 2021
- Five Star Wealth Manager, 2022
CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
CRPC® Chartered Retirement Planning Counselor℠
ChFC® Chartered Financial Consultant®
CKA® Certified Kingdom Advisor®
CRPC®Chartered Retirement Planning CounselorSM, College for Financial Planning
ChFC® Chartered Financial Consultant, The American College
Financial Planning Association
Christian Franchise Advisor Network