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

  • Retirement Planning Strategies
  • Business Retirement Plans
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Investment Management
  • Sustainable and Responsible Investing
  • Saving for Education
  • Wealth Preservation Strategies
  • Insurance
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelor of Business, Finance - New Mexico State University, Las Cruces, NM

Interests

My wife, Tamia, is a full time mom and is my hero!

We have 2 children that keep our lives entertaining and exciting, Kinsley and Cohen.

We have 1 pup that used to get a lot more attention before kids came into the picture; Myko, a Golden Retriever mix.

We enjoy hiking and other outdoor activities.

We love to travel and explore new places when we have the chance.

Community participation

  • Ronald McDonald House Charities of Denver, Inc.
  • Blue Star Mothers of America, Inc.
  • Metro North Chamber of Commerce
  • Ameriprise proudly supports Wounded Warrior Project and Warriors to Work

Awards & recognition

  • Five Star Wealth Manager, 2012-2020
  • Ameriprise Chairman's Advisory Council, 2018-2020
  • Ameriprise Circle of Success, 2018-2020
  • Ameriprise Client Experience Award, 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.