Advisor profile


My approach

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 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
25
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
  • BFA™ Behavioral Financial Advisor™
  • 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, 2020,2021
  • Ameriprise Circle of Success, 2011, 2012, 2013 and 2015
  • Ameriprise Diamond Ring, 2012