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

  • Investments
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
35
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 - 2019

Professional associations

  • University of Texas Alumni

Previous experience

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