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
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Cash Flow Management Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Investments
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • MSFP Masters in Financial Planning

Education

  • BBA - Finance, University of Texas Arlington 2005
  • MS - Personal Financial Planning, College for Financial Planning 2011

Awards & recognition

  • Ameriprise Circle of Success, 2010-2011, 2013-2021
  • Ameriprise Diamond Ring Club, 2021

Community participation

LDS Church, Full-Time Missionary 1997-1999, Lima, Peru

Interests

  • Spending time with my wife and 2 children.
  • Running, Biking, Triathlons, Camping, and all activites outdoors.
  • Church Service and Youth Groups 

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.