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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 running and skiing
  • My wife and I support our daughter as a member of 4H
  • Grape growing and wine making have always been an intrest
  • I like to spend time camping and RV'ing
  • I am a member of the Sacramento Horsemen's Association

Community Participation

  • Roseville Chamber of Commerce Member
  • Sacramento Horsemen's Association
  • Boy Scouts of America
  • Sacramento 4H- Horse Project

Areas of Focus

  • Small Business
  • Retirement Plan Distribution
  • Investments
  • Estate Planning Strategies
  • Saving for Education
  • Retirement Planning Strategies
  • Retirement Income Strategies

Experience

Qualifications

  • Financial Advisor for Stephen Westlake, Colin Grahl, and Bret Glover
  • Certified Financial Planner, CFP
  • Certified Funds Specialist, CFS
  • Bachelor of Science, Aerospace Engineering
  • 10+ Years of Financial Service Industry Experience
  • Performance Investment Selection and Due Dillegence
  • FINRA Series 7, Series 63, Series 65, Series 66
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Professional Associations

  • Financial Planning Association

Files for Download

My Photos Show Thumbnails

Westlake, Grahl, and Glover Office in Granite Bay

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.