15

My Approach

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

More...

Interests

  • I am from MD, but met and married a Colorado native!
  • I am fortunate to have two amazing young boys.
  • We enjoy plenty of activities in the Colorado sun.
  • Volunteer Youth Soccer Coach - Colorado Storm

Community Participation

  • Douglas County Partners - Mentoring Kids to a Better Future, Mentor and Past Advisory Board member, Castle Rock, CO
  • Denver Metro Partners-a local nonprofit organization providing mentoring and youth programs for at-risk kids in our community, Denver, CO

Areas of Focus

  • Family Finances
  • Saving for Education
  • Retirement Planning Strategies
  • Small Business

Experience

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2011
  • Ameriprise Circle of Success, 2012

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMASM Accredited Portfolio Management Advisor
  • Ameriprise Platinum Financial Services®practice
  • 1998 -2000, financial advisor, National Planning Corporation, Inc., Denver, CO
  • 2000 to present, financial advisor, Ameriprise Financial Services, Inc., Denver, CO
View Definitions

Education

  • Bachelor Business Administration, James Madison University. Harrisonburg,VA 1998
  • CFP Certification Professional Education Program, College for Financial Planning
  • Accredited Portfolio Management Advisor℠, College for Financial Planning

Professional Associations

  • Financial Planning Association

Files for Download

My Photos Show Thumbnails

Connor, Brayden & Dave

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.