Advisor profile


What you can expect when you work with me

 My 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Saving for Education
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Charitable Giving

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • 1991-1995 Bachelors of Science - Finance : University of Wisconsin - La Crosse

Awards & recognition

  • Ameriprise Diamond Ring Club, 2013
  • Ameriprise Chairman's Advisory Council, 2012-2018
  • Ameriprise Circle of Success, 2008-2020

Community participation

Florence Crittendon

Volunteer St. Mary's Food Bank

Volunteer Feed My Starving Children

Hopi Elementary School

Ingleside Middle School

Access Youth Acadamy

First Tee of Phoenix

Interests

  • Born in WI, residing in Arizona for the last 20 years.
  • I enjoy golf, squash & a wide variety of other sports.
  • I enjoy volunteer coaching youth boys and girls sports teams in Phoenix and Scottsdale.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.