Advisor profile


What you can expect when you work with me

 At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. 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.
Feel confident about your financial future.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 3, 7, 63 & 65

Education

  • Bachelor of Science in Education, University of Texas @ Austin 1980
  • Bachelor of Business Administration, Finance, University of Texas @ Austin 1984

Interests

My wife Stacey and I met in 1986 while we were both employed at Merrill Lynch in Austin and were married in 1990. We have lived in the same home in Lakeway since 1994 and have one daughter, Tess, who will start her freshman year at Baylor, August 2013. Until then, we will enjoy spending as much time as possible boating, relaxing and cooling off on Lake Travis.

I also enjoy following and supporting University of Texas Athletics.

Professional Associations: Officer and Director - Working Exes for Texas Swimming; Council Member - Longhorn Hall of Honor Council.

Community participation

I have been very active in the Lake Travis community and have participated in many fundraisers since 1993. From 2003-2005, I served on the Lake Travis Education Foundation (LTEF) as a member of the Board of Directors and still participate in at least one fundraiser each year for LTEF. My wife Stacey has been very active as a volunteer for the Lake Travis ISD in many capacities since our daughter Tess entered Kindergarten in 2000.

Awards & recognition

  • Five Star Wealth Manager, 2013 - 2021

Professional associations

  • University of Texas Alumni

Previous experience

  • WACHOVIA SECURITIES, LLC, 1998-2004
  • MERRILL LYNCH, PIERCE, FENNER & SMITH INC, 1985-1998
  • SOUTHWEST SECURITIES, INC., 2004-2011