Advisor profile


What you can expect when you work with me

 My 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
21
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
  • Retirement Plan Distribution
  • Domestic Partner Planning
  • Saving for Education
  • Employee Stock Options

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Saint Edwards University, BBA, Finance

Awards & recognition

  • Five Star Wealth Manager, 2012-2018
  • D Magazine Best Financial Planner, 2017

Community participation

Ameriprise proudly supports Wounded Warrior Project and Warriors to Work.

For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company and a Military Friendly® Employer. * As of Oct. 28,2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.

My Office also supports Airborne Angel Cadets of Texas, Dallas Citizens Fire Academy, Dallas Summer Musicals, Little Ones Ministries and Meals on Wheels

Interests

I love spending time outdoors with my wife and son - hiking, swimming, biking, jogging or just watching the sunset.

We also enjoy attending airshows or any kind of motorsports (NASCAR, Indycar, Snow Bike Races, Snowmobile Hill Climbs, MotoX, etc.).

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.