Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Business Retirement Plans
  • Insurance
  • Saving for Education
  • Women's Financial Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Investments

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • BS in Business & Finance - West Virginia Wesleyan College

Awards & recognition

  • Ameriprise Circle of Success, 2006-12, 2018-2023
  • Five Star Wealth Manager, 2017-2023
  • Ameriprise Circle of Success Diamond Ring, 2022

Community participation

  • Serve as a mentor & advocate for high school age young men
  • Horses Help
  • Scott Libby Elementary
  • Arizona Christian School Tuition Organization
  • American Cancer Society

Interests

  • Enjoying time with family & friends
  • Riding horses & camping
  • Fishing the San Juan River
  • Spending time on "the ranch" tending to the horses, cattle, & chickens
  • Avid football fan

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.