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
  • Retirement Income Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Saving for Education
  • Charitable Giving
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Member, Financial Planning Association
  • Bachelor of Arts Degree
  • CLU® Chartered Life Underwriter®
  • ChFC® Chartered Financial Consultant®
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Southern Arkansas University, BBA in Accounting, 1997

Interests

  • Most important is time spent with my wife, 3 daughters and son.
  • I am very involved in my church as Sunday School Superintendent and teacher.
  • Many hobbies including hunting, playing guitar, traveling.
  • Each year I try to spend time snow skiing.

Community participation

I am a member of the Magnolia Rotary Club. I am also a corporate sponser of the Relay for Life.

Awards & recognition

  • Ameriprise Circle of Success, 2008, 2010