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

  • Investment Management
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Insurance
  • Family Finances
  • Intergenerational Planning
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • FINRA Series 7, 31, Uniform Combined State Law Examination - Series 66
  • Life, Health & Variable Contracts

Education

  • BA / Journalism / Walter Cronkite School of Broadcasting /Arizona State University - Phoenix, AZ

Interests

1) Family

2) Career

3) Community

Community participation

I am passionate about sports and have volunteered my time to coach over 90 youth teams in 8 different sports organizations including the following

  • Guadalupe Little League
  • YMCA
  • Margate Little League
  • Boys & Girls Club of America
  • North Valley Wrestling Club
  • Jewish Community Center

Professional associations

  • Arizona State University Alumni Association

Previous experience

  • Financial Advisor, Ameriprise Financial Svcs , Scottsdale AZ, 2018 - Present
  • Financial Advisor, Wells Fargo Advisors, Scottsdale, AZ / Margate, NJ, 2009 - 2018
  • Financial Advisor, Citigroup Global Markets, Scottsdale, AZ, 2002 - 2009
  • Financial Advisor, Morgan Stanley DW, Inc, Purchase, NY, 1999 -2002