Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

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
19
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 2 pups that used to get a lot more attention before kids came into the picture; Kaiah, an Australian Shepherd and Myko, a Golden Retriever mix.

We enjoy hiking and other outdoor activities in the summer as well as some snowboarding in the winter.

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, 2012-2019