Advisor profile


My approach

"You need a plan to build a house. To build a life, it is even more important to have a plan or goal." - Zig Ziglar

It is my privilege to help people build a life through financial planning. For the last 33 years, I have guided people as they make important decisions about their finances and their futures. To me, this advisor/client relationship is a long-term commitment of service and loyalty. It requires careful and thoughtful consideration and a collaborative effort. It’s not just about numbers. It’s about purpose, dreams, needs, resources and life’s priorities. I believe a financial plan of action should be built and evolves with life’s changes while being regularly tracked to help ensure it is a balanced and realistic plan. Through this type of care and commitment, we will strive to help you make sound decisions as you work towards your family’s security in these ever changing times.

Together we can develop or revise a financial planning strategy that will assist you in building your life!

34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Insurance
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Community participation

Member of CareCiples - a Christian organization that serves the community through volunteering

Interests

My interests are varied but always seem to involve family, sports or relaxing at the lake.

I enjoy a little bit of this and that, including fishing, snow skiing and going to the gym. My newest hobby is wake-surfing which is a lot of fun, but not as easy as some make it look!

I am actively involved in three charitable organizations that focus on youth and am committed to making a difference both here in North Texas and overseas in the Philippines.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.