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

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Insurance
  • Estate Planning Strategies
  • Small Business
  • Social Security Retirement Benefits
  • Business Retirement Plans
  • Family Finances
  • Christian Financial Strategies
  • Saving for Education

Qualifications

  • SIE, Series 7, Series 66

Education

  • Bachelor of Business Administration, The College of William & Mary, Williamsburg, VA

Awards & recognition

  • Ameriprise Client Experience Award, 2023

Community participation

  • My family and I attend Mosaic Church in Austin.

Interests

  • I enjoy spending time with my family and friends.
  • I spend a lot of time enjoying sports activities, particularly focused on my favorite athletes (my sons).