Advisor profile


What you can expect when you work with me

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.

Get started
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investment Management
  • Insurance
  • Tax Planning Strategies

Qualifications

  • AAMS™ Accredited Asset Management Specialist™
  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7, Series 63, Series 66
  • CA Insurance # 0H70250

Education

  • BA-Communications, Washington State University, 2003

Awards & recognition

  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Forbes Top Next-Generation Wealth Advisors, 2018, 2020
  • Ameriprise Circle of Success, 2017, 2018, 2019, 2020, 2021, 2022, 2023
  • The Latitude 48 Group, Ameriprise Client Experience Award, 2023
  • Forbes Best-in-State Wealth Advisors, 2021-2024
  • The Latitude 48 Group, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Five Star Wealth Manager, Washington state, 2013-2017, 2021-2024

Previous experience

  • Morgan Stanley, May 2012 - February 2015
  • Edward Jones, April 2006 - May 2012

Community participation

Kingston - North Kitsap Rotary Member since 2006

- 2-time Club President (2011-2012 & 2015-2016)

North Kitsap Schools Levy Committee Co-Chair (2009)

Greater Kingston Chamber of Commerce Member (2006-present)

Village Green Foundation Board Member (2012-2016)

Kingston - North Kitsap Rotarian of the Year (2009, 2012)

Kitsap Sun & The Kitsap Business Journal 20 Under 40 Award, (2014)

Margaret Mead Committed Citizen of the Year Award Winner (2015)

Superhero of the Year Award Winner – Kingston Chamber of Commerce (2016)

Helen Meredith Award Winner - Kingston Cove Yacht Club (2017)

Person of the Year Award Winner - Kingston Chamber of Commerce (2018)

Interests

Running, hiking, biking, and golf.

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.