Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Tax Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education
  • Retirement Income Strategies
  • Insurance
  • Sustainable and Responsible Investing
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CPA Certified Public Accountant
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • - Series 66 Licensed
  • - Series 7 Licensed
  • - Life, Accident, Health Insurance Licensed
  • - CA Insurance License # 0H89083

Education

  • University of Arizona, Tucson, AZ - BSBA in Accounting - December 2002

Interests

I enjoy wakeboarding, mountain biking, and hiking. In a given week, I can be found on Squaw Peak, Camelback Echo Canyon, Bartlett Lake, or the Desert Classic trail on South Mountain. Connecting with the outdoors is something I hold near and dear to my heart; it helps revitalize the spirit, and increase the likelihood that I'll make it to my financial independence!

Each year I try something new; last year I started taking weekly guitar lessons from my Dad, and this year have hired a personal boxing coach.

I also enjoy spending time with my family, wife Rachel, step-daughter Eliana (9), and daughters Olivia (9) and Joy (6).

Awards & recognition

  • Ameriprise Circle of Success, 2014-2020

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.