Advisor profile


My approach

MOVING FROM SUCCESS TO SIGNIFICANCE.

While many people have financial advisors, money remains the #1 cause of stress in America. Meaning, the old Wall Street approach doesn’t seem to be working. We’re striving to change that, by not only being really good at the numbers, but by going beyond the numbers-to help with the things our clients say are the most meaningful- their goals, their dreams, their aspirations. The things, that as time passes, will help take how they see their lives from “Success to Significance”.

“I always tell people if you want to know the secret to happiness, I can give it to you in one word: progress.” Tony Robbins

Holistic Financial Planning is why we exist—to help our clients achieve their highest levels of confidence and make the biggest Impact possible on their family and community. We can you help you as well- to identify your family's most meaningful goals and work through a healthy, proven process to achieve them. And, more importantly, to provide the time and freedom to focus on your most cherished relationships, whether it be your spouse, your kids, your parents, or childhood friends.

“A dream written down with a date becomes a goal. A goal broken down into steps becomes a plan. A plan backed by action makes your dreams come true.”

—Greg Reid

Areas of focus

  • Charitable Giving
  • Saving for Education
  • Business Retirement Plans
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Insurance
  • Investments
  • Family Finances
  • Estate Planning Strategies
21
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℠
  • CLTC® Certified Long Term Care®
  • AAMS® Accredited Asset Management Specialist℠
  • ChFC® Chartered Financial Consultant®

Education

  • Western Washington University - B.A Finance & Accounting

Interests

Anything outdoors such as fishing, camping, hunting, gardening and farming with my family.

Community participation

  • Mount Vernon Chamber of Commerce
  • Economic Development Association of Skagit County
  • President of Skagit Ducks Unlimited
  • Skagit Valley Business Network

Awards & recognition

  • Barron’s Top 1,200 Financial Advisors, 2021
  • Forbes Best-in-State Wealth Advisors, 2018-2021
  • Ameriprise Circle of Success, 2011, 2012, 2014, 2016-2020
  • Washington's Most Equitable Workplaces, #1 in 2020
  • Washington's Most Equitable Workplaces, #2 in 2019

Professional associations

  • Northwest Estate Planning Council

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.