Advisor profile


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  • Transfer funds, and much more
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17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Business Retirement Plans
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Small Business
  • Tax Planning Strategies
  • Insurance
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 License
  • Series 66 License

Awards & recognition

  • Ameriprise Client Experience Award, 2021-2023
  • Five Star Wealth Manager, 2013-2016, 2018-2020, 2022

Interests

I enjoy spending time with my wife of 13 years, Kristen, our 9 year old daughter Ally and our twin 6 year old boys Kyle and Jason. We spend a lot of time outdoors and watching local Houston sports!