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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.

Financial priorities differ from person to person. They can also differ from year to year. At Ameriprise Financial, we think it's important to have a financial plan that's tailored to your needs and has the flexibility to evolve with you. We take a comprehensive approach to financial planning, based on an ongoing relationship with a personal advisor. That's how we get to know you personally: your goals, your worries and your dreams. Then we draw on our more than 110-year heritage to provide experienced guidance to help you develop a financial plan and to find a broad range of financial solutions to meet your needs. That's how The Personal Advisors of Ameriprise Financial help over two million people feel greater confidence about their financial futures. Life is full of surprises and opportunities. We can help prepare you for what's next.

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Interests

  • My wife Charissa and I enjoy traveling.
  • We enjoy going to Mammoth year round to ski, hike and relax.
  • We make a couple of visits a year to California wine country
  • I spend free time surfing, golfing and playing tennis.

Community Participation

Casa Pacifica - Center for children and females. As an official "Amigo" of Casa Pacifica I assist both financially and with my time helping these children. We spend time together learning more about these children who have been dealt a tough deck of cards to start life. One of my favorite events is our soccer days with the children.

Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education

Experience

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
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Education

  • California Lutheran University - Master of Business Administration
  • University of Phoenix - Bachelor of Science in Business Administration

Professional Associations

  • Financial Planning Association

My Videos

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