Advisor profile


What you can expect when you work with me

 At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. 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.
Feel confident about your financial future.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Family Finances
  • Cash Flow Management Strategies
  • Investments
  • Retirement Plan Distribution
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • BA Bachelor of Arts, Economics, University of Utah, Salt Lake City, UT
  • BA Bachelor of Arts, Music, University of Utah, Salt Lake City, UT

Interests

  • Spending time with my wife and children
  • Singing and playing the piano
  • Reading and learning
  • Church service
  • Skiing, hiking, and playing basketball
  • Travelling throughout the US and Europe