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.

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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


  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™


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

Awards & recognition

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

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.


    My wife, Shawna, and I are blessed to have 2 wonderful daughters. Olivia recently graduated from DePaul University in Chicago and Faith is currently in the process of applying to colleges. Much of our free time revolves around the shared excitement of parenthood, as Shawna and I wholeheartedly support our daughters in their various activities. Beyond the realm of parenting, our family cherishes the thrill of road trips that often lead us to the scenic beauty of Mammoth, the tranquil shores of the beach, or the invigorating atmosphere of a great concert.

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.