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

Areas of focus

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


  • CRPC® Chartered Retirement Planning Counselor℠
  • CFS® Certified Fund Specialist
  • CEP® Certified Estate Planner™


  • Bachelor of Business-Marketing; Texas Christian University- Fort Worth, TX


My wife Melanie and I have been married since December of 2002. In January 2011, we welcomed our first son William and in January 2013, we welcomed our second son Jack. We enjoy spending time together outdoors as a family; we go on walks to the neighborhood park, play games outsides, and attend various sporting events.

I am an avid football fan, especially TCU football! We make all the home games and we have a great group of family and friends that attend with us.

I've also always been a car guy and now, thankfully, my two sons share that passion with me. We attend all sorts of car shows and races together.

Community participation

TCU Frog Club-(Scholarships for Champions) Member and active supporter since 2006.

Awards & recognition

  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Forbes Top Next-Generation Wealth Advisors, 2018
  • Five Star Wealth Manager, 2016-2019
  • Ameriprise Circle of Success, 2018

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.