My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Cash Flow Management Strategies
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Saving for Education
  • Intergenerational Planning
  • Insurance

Awards & recognition

  • Integrative Financial Management, Forbes Best-in-State Wealth Management Teams, 2026
  • Ameriprise Client Experience Award, 2020, 2022
  • Ameriprise Ultimate Digital Excellence Award, 2022

Community participation

Scholarship Donor, Lucerne Valley Academic and Vocational Scolarship Fund - 2008 through present

“For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.”

Interests

  • Family is my center. I am blessed with a beautiful wife for more than 38 years, 3 talented and loving children, a greatly loved daughter-in-law and son-in-law, and 4 beautiful grandkids. I greedily welcome their company and am enamored with their presence. My family will always be my first love.
  • "Music is what feelings sound like." My lifelong obsession with writing, playing, and listening to music of all types is a persistent companion every day that I breathe.
  • Racing is a passion and I love NASCAR and pretty much anything with wheels and a checkered flag.
  • Exploring this vibrant desert and learning of it's secrets is a joyful pastime.

My photos

1 albums
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