My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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30
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 Strategies

Education

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

Awards & recognition

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

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

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.

My photos

1 albums
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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.