Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

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

Education

  • Bachelor of Arts from Stephen F. Austin State University

Interests

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

Community participation

1million4anna

Heroes for Children

Prestontrails Community Church

The Plaza - Crested Butte, HOA President and board member

Awards & recognition

  • Five Star Wealth Manager, 2015-2020

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