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
  • Investment Management
  • Family Finances
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Charitable Giving
  • Tax Planning Strategies
  • Retirement Plan Distribution
19
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

  • U.S. Naval Academy, BS in Mathematics and Operational Analysis. Graduated with merit in 1989.

Interests

When I'm not meeting with clients or in the office, I enjoy spending time with my family. I am involved in youth coaching, playing rugby and soccer and overall, trying to stay physically and mentally fit.

Community participation

“For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer."

Awards & recognition

  • Five Star Wealth Manager, 2012-2017