Advisor profile


My Approach

As an Ameriprise Private Wealth Advisor, I believe that affluence is about more than just money. It’s a way for you to live the life you’ve always imagined and to accomplish the things you’ve dreamed about. It is also my belief that wealth brings responsibility and complexity.

I have more than 30 years of experience helping clients like you deal with the complexities of wealth. I work closely with you to explore the full range of opportunities your wealth can bring, and advise you on strategies for harnessing its potential throughout your life. Depending on your particular situation, we offer sophisticated financial solutions that can help you:

Provide for future generations

Give to causes you care about

Preserve your wealth

This level of attention and experience is something you can only get from a highly experienced professional.

34
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
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Small Business

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CFP® - Certified Financial Planner

Education

  • Texas A&M University, B.B.A Finance 1990

Awards & recognition

  • Five Star Wealth Manager, 2014-2023
  • Ameriprise Circle of Success, 2007-2021
  • Ameriprise Diamond Ring Award, 2012
  • Ameriprise Chairman's Advisory Council, 2007
  • Forbes Best in State Wealth Advisors , 2018-2021, 2024

Professional associations

  • Planned Giving Council of Houston
  • MDRT - Million Dollar Round Table

Community participation

  • Board Chair Member - Hay Center Foundation for foster youth
  • Sheparding Elder - First Presbyterian Church
  • Member - Son's of the American Revolution
  • Proud father of two wonderful sons, Drew - 19 and Kyle - 24, and husband to my wife, Tonya

Interests

  • Helping my sons and exercising with Tonya.
  • I enjoy the camping and high adventure trips in scouting and I run the track at Rice University whenever I get the chance.

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.