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

  • Small Business
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
21
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