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

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Charitable Giving
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Domestic Partner Planning
  • Intergenerational Planning
  • Insurance
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Investments
  • Employee Stock Options
  • Executive Compensation and Benefit Strategies
  • Family Finances
27
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
  • Series 7, Series 63, Series 24
  • Life, health and accident insurance

Education

  • BS Bachelor of Science, Finance, Elon College, Burlington, NC. 1993

Interests

I enjoy spending time with my family: my wife Theresa, to whom I have been married since 2000, and our two lovely girls, EvaMarie and LillyAnna. (Eva was born in 2009 and Lilly was born in 2013.) We love to travel as a family, and we do make our annual pilgrimage to Disneyland, though I am not sure who gets more excited about that, my wife or my daughters. I also enjoy mountain biking. I have biked all over the state of Arizona, but my favorite place to bike is Moab.

Community participation

Arizona Hemophilia Association

National Multiple Sclerosis Society

American Cancer Society