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

  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Charitable Giving
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • BFA™ Behavioral Financial Advisor™

Education

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

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

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:

Awards & recognition

  • Five Star Wealth Manager, 2014 - 2017