Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Charitable Giving
  • Tax Planning Strategies
  • Saving for Education
  • Sustainable and Responsible Investing
  • Retirement Plan Distribution
  • Insurance
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • ChFC® Chartered Financial Consultant®
  • Chartered Life Underwriter
  • APMA® Accredited Portfolio Management Advisor℠

Interests

· Spending time with close friends and family in Pitkin, Colorado is one of my favorite past times.

· In my spare time I enjoy working on project cars, ATVs and motorcycles.

Community participation

I am an active member of Cameron University President's Partners, Lawton Fort Sill Chamber of Commerce and the Rocky Mountain Elk Foundation.

Awards & recognition

  • Ameriprise Circle of Success, 2002-2010, 2013-2021
  • Ameriprise Circle of Success Diamond Ring, 2007

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.