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.

Ameriprise Financial can help you achieve your financial objectives through a long-term relationship based on knowledgeable advice. We offer financial strategies, products and services – and we deliver them when, where and how you want them. It's your choice.

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Interests

I enjoy discovering new restaurants

I enjoy golfing, but rarely get to play

I enjoy watching my son in his numerous athletic pursuits throughout the year - basketball, soccer, football, baseball, and lacrosse

I enjoy wine tasting, drinking hoppy IPAs, and a glass of good bourbon

Community Participation

  • University of Portland National Alumni Board, 2007 - Present
  • University of Portland, Alumni Golf Tournament Committee Chairman, 2008 - Present
  • All Saints School Advisory Council 2007 - Present

Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
  • Charitable Giving
  • Family Finances

Experience

11

Awards & Recognition

  • American Express Financial Advisors Inc. President's Recognition Award, 2004

Qualifications

  • Series 7
  • Series 66
  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC®  Chartered Retirement Planning CounselorSM
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Education

  • Bachelor of Science, Electrical Engineering, University of Portland 1989

My Photos Show Thumbnails

Ryan and I warming up after cutting our Christmas tree

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.