My Approach

I’m passionate about financial planning. At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. Working with you, I’ll take the time to understand every aspect of your current financial situation, listen to your dreams and aspirations and explain your options to help you make informed choices. I’ll create a plan to help accomplish your short and long-term goals and provide an ongoing review of your plan to help keep you on track as your financial situation and needs change. My goal is to provide you with personalized financial planning over time that starts with you, not the numbers.

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Interests

Living in beautiful Idaho my whole life has fueled my appreciation for the outdoors. On the weekends, I thoroughly enjoy fishing, in particular fly fishing. I also like to work in my fruit orchard, a hobby made even better by the time it allows me to spend with my wonderful wife of 41 years, Andrea. I also enjoy watching basketball and football.

Areas of Focus

  • Estate Planning Strategies
  • Saving for Education
  • Retirement Planning Strategies
  • Small Business

Experience

31

Awards & Recognition

  • Ameriprise Circle of Success, 2005-2009
  • President's Recognition Award, 2000-2002
  • Diamond Ring Club, 2006

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
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Education

  • BS in Finance, Utah State University

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Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.