Advisor profile


What you can expect when you work with me

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.

Get started

Areas of focus

  • Retirement Planning Strategies
  • Business Retirement Plans
  • Sustainable and Responsible Investing
  • Investments
  • Tax Planning Strategies
  • Family Finances
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Master of Architecture, University of Texas at Austin
  • Bachelor of Architecture, University of Arizona

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2023

Interests

After spending over a decade living in Arizona, New Mexico, Texas, and Spain, I’ve returned home to the Northeast. My partner, Lindsay, and I live on a farm with our kids, horses, cat, dog, and the legendary Burrito, our chubby mini donkey. We love to explore the mountains and lakes throughout the seasons on foot, horseback, skis, mountain bikes, and by canoe.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.