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

  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Estate Planning Strategies
  • Sustainable and Responsible Investing
37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • The University of North Carolina at Chapel Hill, BSBA
  • Webster University, MA in Administration

Interests

As a retired Navy fighter pilot I still enjoy flying. I have commercial pilot, instrument airplane, and multi-engine centerline thrust ratings.

I have lived in Austin since 1985 and enjoy being active in my church and community. My wife and I belong to several local wineries and we enjoy spending the weekends going to tastings and touring the area, which is second only to Napa Valley. My family and I love to travel. In the Navy I got to "sea" the world and I enjoy sharing new experiences with my wife and 4 kids. I took my wife to Italy in 2014 and we hope to make it to Paris in the next few years.

Community participation

Board Member, Austin Founder Lions Club

St. Michael's Church, active member

The Tailhook Association

University of Texas Club, active member

Awards & recognition

  • Five Star Wealth Manager, 2012-2015, 2017-2018, 2020

Previous experience

  • RBC Wealth Management, 1987-2015
  • Kidder Peabody, 1983-1987

Certified Financial Planner™ Professional

When choosing a financial advisor to help you meet your wealth management goals, consider the benefits of working with someone that has a CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.

To obtain the CFP® designation, individuals must complete a comprehensive course of study at an approved college or university covering a multitude of financial planning topics, including:

  • Investments
  • Estate Planning
  • Insurance
  • Income Tax Planning
  • Retirement Planning

We encourage you to experience the benefits of working with a CFP® professional for yourself. Contact us today to learn more or to schedule a complimentary consultation.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Ameriprise advisors receive compensation for financial advisory services in the form of commission and fee.