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

Areas of focus

  • Small Business
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CLTC® Certified Long Term Care®
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CPA Certified Public Accountant

Education

  • Brigham Young University; Provo, UT, Bachelor of Arts
  • University of Rochester; New York, Master of Business Administration

Interests

  • Kids Sports Activities
  • College Athletics
  • Travel
  • Charity

Community participation

  • LDS Philanthropies
  • American Indian Services
  • Mesa Community College Foundation
  • Arizona Western College Foundation
  • Dana Landing Owners Association
  • Dana Park Owners Association
  • Gilbert Softball
  • Highland High Band Boosters
  • Highland High Triple-Play Baseball Boosters
  • BYU Management Society
  • ASU Sun Angel Foundation
  • University of Rochester President's Council

Awards & recognition

  • Barron’s Top 1,200 Financial Advisors, 2014
  • Five Star Wealth Manager, 2014

Professional associations

  • Million Dollar Round Table
  • American Institute of CPAs (AICPA)
  • Arizona Society of CPAs (ASCPA)
  • National Registry of CPE Sponsors
  • US Women's Chamber of Commerce (charter member)
  • Chartered Global Management Accountant (CGMA)

Previous experience

  • Academy Advisors, LLC, 15 years
  • LPL Financial, 5 years
  • AlliedSignal (now Honeywell), 5 years
  • Andersen Consulting (now Accenture), 3 years

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.