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
24
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
  • Retirement Plan Distribution
  • Domestic Partner Planning
  • Saving for Education
  • Employee Stock Options

Education

  • Saint Edwards University, BBA, Finance

Awards & recognition

  • Five Star Wealth Manager, 2012-2019, 2022
  • Luminate, Forbes Best-in-State Wealth Management Teams, 2024

Community participation

Ameriprise proudly supports Wounded Warrior Project and Warriors to Work.

For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company and a Military Friendly® Employer. * As of Oct. 28,2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.

My Office also supports Airborne Angel Cadets of Texas, Dallas Citizens Fire Academy, Dallas Summer Musicals, Little Ones Ministries and Meals on Wheels

Interests

I love spending time outdoors with my wife and son - fishing, swimming, kayaking, skiing or just watching the sunset. We also enjoy attending airshows or any kind of motorsports (NASCAR, Indycar, Snowmobile Hill Climbs, etc.).

My photos

4 albums
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Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.