Advisor profile

Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education
  • Retirement Income Strategies
  • Insurance
  • Sustainable and Responsible Investing


  • - Series 66 Licensed
  • - Series 7 Licensed
  • - Life, Accident, Health Insurance Licensed
  • - CA Insurance License # 0H89083


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

Awards & recognition

  • Ameriprise Circle of Success, 2014-2020


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).

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.