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

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Social Security Retirement Benefits
  • Employee Stock Options
  • Estate Planning Strategies
  • Family Finances
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Saving for Education

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelors in Engineering 1998 New Mexico State University

Interests

Home Remodeling

Tennis, Basketball

Coaching my kids teams

3 United States Patents

Community participation

Work with Jr. High and Sr. High students for 18 years

Coaching my children's sports teams

NewDay Board of Directors

Covenant Classical School Board Member

Awards & recognition

  • Ameriprise Circle of Success, 2017