Advisor profile


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

  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Estate Planning Strategies
  • Sustainable and Responsible Investing
38
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

Austin Founder Lions Club

Hill Country Bible 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 and 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.