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
  • Saving for Education
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Family Finances
  • Small Business
  • Charitable Giving
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Bachelor of Arts in Business and Administration from Western State College in Gunnison, Colorado
  • General Securities Representative Examination (Series 7)
  • General Securities Sales Supervisor Examination: Options Module & General Module (Series 8)
  • Futures Managed Funds Examination (Series 31)
  • Uniform Securities Agent State Law Examination (Series 63)
  • Uniform Investment Adviser Law Examination (Series 65)
  • Colorado Life & Health Insurance License

Education

  • Bachelor of Arts in Business and Administration from Western State College

Interests

  • I enjoy fishing, hiking and skiing in Winter Park with my three sons: Mercury, Galen and Brody
  • I love sports, buffalo wings and spending time with my family in Whippany, NJ

Community participation

I am a monthly contributor to the Food Bank of the Rockies and Care and Share Colorado.

Awards & recognition

  • Ameriprise Circle of Success, 2010, 2011, 2012, 2013, 2014, 2015

Previous experience

  • Ameriprise Financial, Financial Advisor, Vice President, 2008-present
  • H & R Block Financial, Financial Advisor, 2002-2008
  • H & R Block Financial Advisors, Branch Manager and Financial Advisor, 1999-2002
  • Olde Discount Brokerage, Branch Manager and Financial Advisor, 1997-1999
  • Olde Discount Brokerage, Financial Advisor, 1994-1997