Advisor profile

Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
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