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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.

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Interests

I enjoy playing golf, baseball, camping, fishing, traveling & spending time with my wife & 3 children.

Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Insurance
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Experience

Qualifications

  • Bachelor's Degree, Business Administration, UNR
  • Associate Degree, Business Administration, Merced Community College, Merced, CA
  • 2000 to Present, Financial Advisor, Ameriprise Financial Services, Inc.
  • 1999-2000, Financial Advisor, PaineWebber, Las Vegas,
  • 1993-1999, Surpervisor, Mercury Aviation, Reno, NV
  • Advanced Advisor Group
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Professional Associations

  • Financial Planning Association
  • MDRT