Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • BFA™ Behavioral Financial Advisor
  • CEPA® Certified Exit Planning Advisor®

Education

  • BAAS, Anthropology & Behavioral Science, 1997 - University of North Texas

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2023
  • Five Star Wealth Manager, 2014 - 2017

Community participation

For the past few years, Clearfork Wealth Management has made contributions to a number of local charities that are meaningful to our clients. Please see our team website for details on those organizations.

I am actively involved in:

Interests

  • Cooking
  • Live music and playing guitar
  • Camp fires, camping and fishing
  • Keeping active with weight lifting, running and road-biking
  • Travel – I recently spent a month in Europe for my parents’ 50thanniversary and look forward to heading overseas again soon

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.