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
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Employee Stock Options
  • Investments
  • Insurance
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Bachelor of Arts, University of California, Los Angeles, CA

Awards & recognition

  • Ameriprise Circle of Success Diamond Ring, 2023
  • Ameriprise Circle of Success, 2014- 2024
  • Dalton and Associates, Ameriprise Client Experience Award, 2020-2024
  • AdvisorHub Advisors to Watch (under $1Bil), 2022
  • Ameriprise Ultimate Digital Excellence Award, 2022, 2024
  • Five Star Wealth Manager, 2015-2017, 2021-2023, 2025

Community participation

I am passionate about multiple causes and volunteer my time and resources to various organizations including the Metropolitan Educational Theater (MET 2), City of Hope, Leukemia and Lymphoma Society, and various programs dealing with the recovery of drug and alcohol addiction.

Interests

    My wife, Shawna and I are incredibly fortunate to have two amazing daughters. Olivia, a DePaul University graduate, is launching her career with a major film studio in Los Angeles, while Faith is following her passion for the arts at NYU. With our nest nearly empty, Shawna and I are embracing this new chapter by making time to travel together. Our family has always cherished the adventure of road trips--whether it's the breathtaking beauty of Mammoth, the peaceful escape of the beach, or the electrifying energy of a great concert, those shared moments continue to bring us joy.

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.