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

  • Investments
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Saving for Education
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Charitable Giving
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

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

Interests

  • Born in WI, residing in Arizona for the last 16 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.
  • For over 20 years, enjoy helping clients save for, plan for, and live in retirement.

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

Awards & recognition

  • Ameriprise Diamond Ring Club, 2013
  • Ameriprise Chairman's Advisory Council, 2012-2015
  • Ameriprise Circle of Success, 2008-2013
  • H&R Block Financial Advisors Platinum Elite Advisor , 2007-2008