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

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Retirement Income Strategies
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Chartered Retirement Planning Counselor
  • University of Colorado at Colorado Springs

Education

  • College of Financial Planning, Charter Retirement Planning Counselor
  • University of Colorado at Colorado Springs

Interests

I enjoy venturing out into the community to provide perspective on achieving financial success. Additional aspects of my community service include, volunteering at church, mentoring men, both young and older. More importantly, I spend the majority of my time supporting my wife and two daughters. When I am not with my wife and daughters, you may find me on the golf course, 6 handicap. It may not show physically, but I am a huge foodie!

Community participation

  • Volunteer Concord Baptist Church
  • Volunteer Arlington Independent School District

Awards & recognition

  • Five Star Wealth Manager, 2013, 2014, 2016
  • Premier Protection Award, RiverSource LifeInsurance Company , 2014
  • Premier Protection Award, RiverSource Life Insurance Company, 2018

Professional associations

  • Grand Prairie Chamber of Commerce