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

  • Investments
  • Investment Management
  • Retirement Planning Strategies
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFA® Chartered Financial Analyst®

Education

  • B.S. Chemical Engineering; B.S. Marketing: University of Colorado, Boulder
  • MBA Finance: University of Denver

Interests

CHAIR, Golf Committee: Skyline Country Club; Tucson, AZ

I make up for lack of talent with snappy golf outfits.

Community participation

DIRECTOR, Greater Arizona Development Authority (GADA): Appointed by AZ Governor Napolitano, reappointed by AZ Governor Brewer: Facilitated $400 million of vital infrastructure throughout Arizona. 2005-2015

TREASURER, Rio Nuevo Multipurpose Facilities District: Appointed by AZ Governor Brewer: Charged with the redevelopment of downtown Tucson, AZ. 2010

CHAIR, Finance Advisory Task Force, Tucson Metro Chamber of Commerce: Recommend Municipal Finance Management 'Best Practices' to local municipalities. Developed and established ongoing relationship with City Manager, Mayor, County Supervisors,... 2015-2018

Professional associations

  • CFA Institute
  • Southern Arizona Estate Planning Council
  • Tucson GLBT Chamber of Commerce

Previous experience

  • Financial Advisor, Morgan Stanley, 2007-2019
  • Portfolio Manager, Northern Trust Bank, 2000-2007
  • Portfolio Manager, BMO Harris Trust Bank, 1998-2000
  • Portfolio Manager, Compliance Officer, Wells Fargo Bank, 1994-1998