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

  • Retirement Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Employee Stock Options
  • Insurance
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Tax Planning Strategies
24
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
  • CRPC® Chartered Retirement Planning Counselor℠
  • AAMS® Accredited Asset Management Specialist℠
  • CLTC® Certified Long Term Care®

Education

  • Bachelor's Degree - Business Administration - Northwestern State University
  • Bachelor's Degree - Accounting - Northwestern State University

Interests

Aviation

Scuba Diving

Boating

Fishing

Outdoor Recreation

Community participation

  • Mission Alive Advisory Board Member
  • Army Veteran
  • ChildFund International

Awards & recognition

  • Five Star Wealth Manager, 2019
  • Ameriprise Circle of Success, 2011, 2012 and 2013
  • Ameriprise Diamond Ring, 2012