Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies


  • APMA™ Accredited Portfolio Management Advisor™
  • Series 3, 7, 9, 10 and 63
  • Life, Health and Disability Licensed


  • Bachelor of Arts from Stephen F. Austin State University

Awards & recognition

  • Five Star Wealth Manager, 2015-2021

Professional associations

  • Stephen F. Austin State University Alumni Association

Previous experience

  • Vice President - Investments, Wells Fargo Advisors, 2007 - 2014
  • Vice President, Assistant Branch Manager, Smith Barney, 2006 - 2007
  • Vice President, Branch Manager, A.G. Edwards & Sons, 2002 - 2006
  • Financial Advisor, A. G. Edwards & Sons, 1994 - 2006

Community participation


Heroes for Children

Prestontrails Community Church

The Plaza - Crested Butte, HOA President and board member


Outside of work my interest include:

  • My faith
  • My family - my wife and I have recently become grandparents for the first time and cannot be more excited or thankful.
  • Snow skiing - don't get me started on this topic, I will not stop.
  • Exercise - love to lift weights and try to compete in a handful of charity runs each year.
  • Reading - in addition to reading for work I enjoy topics on developing my faith as well as various forms of fiction.
  • Hunting
  • Golf