at 2525 Bay Area Bldv Suite 640, Houston, 77058 United States
Financial Advisor at Ameriprise Financial, Inc. CERTIFIED FINANCIAL PLANNER™ practitioner
What are your dreams and goals for retirement? I can help you achieve them with our exclusive Confident Retirement® approach. It all starts with a personalized conversation, where we'll discuss retirement needs - covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. By breaking retirement down into doable steps, we can help take the uncertainty out of planning for your financial future. Areas of Focus Retirement Income Strategies Executive Compensation and Benefit Strategies Wealth Preservation Strategies Working Together: Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal. Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together. What to expect: Professional help in clarifying your financial goals and priorities If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives Accurate information about our tailored solutions, including risks, benefits and costs What to bring: A list of any questions you have regarding your current financial situation Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals Interests: I am married to wonderful woman, Jessica, and we have three children; Brayden, Daniel and Adelynn. They are young now, but most of my free time is following my kids in the activities they are involved in. In addition to that, I volunteer time at my church, the YMCA, Knights of Columbus, and my local business community. Community Participation: I serve as the Den Leader for Pack 416, 2013-2014 I serve as the T-Ball Coach for Coppinger YMCA 2013 I serve as the Chair for the St. Helen Catholic Church Bazaar 2012-2013 Board Member, Vic Coppinger YMCA in Pearland, TX Chairman, Partners Campaign, Vic Coppinger YMCA in Pearland TX, 2013, 2011, 2010 I Chair the Teen Outreach committe on the Board of Directors of the Coppinger Family YMCA, I am in The Knights of Columbus I am Co-Chair of the Business Developement Committee for the Greater Houston Partnership, 2012-present I am a life member of The Greater Houston Partnership, Ambassador Vic Coppinger Family YMCA, Pearland, TX Greater Houston Partnership I am licensed and registered to conduct business in TX. Based on licenses and registrations I hold, I may also conduct business in SC, FL, OK, CO, LA, MI. 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 Advisors 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 www.ameriprise.com/social for more important disclosures and information.
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Estate planning has historically been regarded as a private event but more and more people are now choosing to involve their family members much earlier. What will be your approach?
Being accountable to someone or something can help us stick to our financial goals. Who or what inspires you to stay on track?
I’ve been offering financial planning as part of my practice since 2005. Thank you for letting me serve you and your family all these years!
Each year I feel privileged to help bring your goals more within reach – and I’m excited to do the same in 2015. Wishing you a prosperous new year!
A visit to the emergency room costs $1,318 on average, says Urgent Care Locations — though many new lower-cost alternatives are springing up across the country. How do you decide where to get urgent care for you and your family?
Conventional wisdom says people spend less money in retirement. But that’s not always the case: 12% of retirees actually spend more, says the Bureau of Labor Statistics. When you retire, what’s your plan for your money: save it … or spend it?
Student loans are the second largest source of personal debt in the U.S. How will you make sure your kid will strike the right debt balance once they get out in the world?
Last week my team and I volunteered at the Houston Food Bank sorting donations in support of the Ameriprise National Day of Service. Many thanks to all who participated!
Helping grown children with their finances can put your own retirement goals at risk – but it’s never easy to say no. How are you coaching your adult children to be financially independent?
What’s the biggest challenge parents face today?
Saving money is a tough habit to maintain, especially when unexpected expenses come up. With everything else you have going on in your life, what have you done to make saving a priority?
10 minutes of exercise a day can improve your health in the future and help lower your health care costs. How do you fit exercise into your day?