Ameriprise Financial

24 Years of Experience.

My Approach:

Today, it’s natural to have questions about your retirement, even if you’ve
saved and planned for it. With our proprietary Confident Retirement® approach,
we’ll find answers and take the first step toward creating a road map to the future
you want. We’ll talk through the four basic principles of retirement:

(1) covering essential expenses
(2) assuring your lifestyle
(3) preparing for the unexpected
(4) leaving a legacy
And I’ll help you make adjustments as needed so you can retire on your terms.

Areas of Focus:

- Retirement Planning Strategies
- Small Business
- Estate Planning Strategies
- Executive Compensation and Benefit Strategies
- Charitable Giving
- Investments

Qualifications:

- Bachelor of Science, 1987 - Military Academy at West Point
- Series 7 Licensed: General Securities Registered Representative -
National Association of Securities Dealers (Securities, Mutual Funds
and Limited Partnerships)
- Series 63 Licensed: Uniform Securities Agent State Law Exam (USASLE) -
Texas Securities Commission
- Group I - Texas Insurance Licensed (Life, Health and Variable Annuity Contracts)
- CRPC® Chartered Retirement Planning CounselorSM
- CLTC® Certified Long Term Care


Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success.

While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly.

Please visit for more important disclosures and information.