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

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Investments
  • Intergenerational Planning
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CKA® Certified Kingdom Advisor®

Education

  • B.S. 1985, Business Administration, Texas A&M Commerce, TX

Interests

In my spare time I love spending time with my wonderful wife, Debbie, and our three children, Tim, Amanda, and Alana. We are actively engaged in our church, Woodcreek Church. I also enjoy playing golf and basketball with my friends. My favorite sports teams are the Mavericks and the Rangers. On weekends I like going to Wolfe City, my home town, and working on my family's farm. Really, one of my biggest interests is still centered around my work. Not only do I love what I do, I love the clients that I am blessed to work with and the advisors and staff that I am fortunate to have on my team.

Community participation

We are proud to support local non-profit organizations or foundations. We are currently involved with and/or sponsor the following community groups in our area:

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2019 - 2021
  • Ameriprise Chairman's Advisory Council, 2013 - 2017
  • FIVE STAR Wealth Manager, 2012, 2013, 2015, 2017-2020
  • Ameriprise Circle of Success, 2011 - 2019, 2021
  • Ameriprise Hall of Fame Award, 2009 - 2014

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.