Advisor profile


Stay connected with digital tools

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for clients to collaborate with me, any time from any device. In one secure, convenient online space, you can:
  • Track your goals and progress
  • Connect and share information with me
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at ameriprise.com or contact me for help getting started.
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38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Small Business
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Insurance
  • Investments
  • Charitable Giving
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • FINRA Series 7, Series 24, Series 63

Education

  • Northwood University, BBA in Accounting/Business Management, 1984

Awards & recognition

  • Ameriprise Chairman's Advisory Council, 2009 - 2022
  • Ameriprise Diamond Ring Club, 2007 - 2022
  • Ameriprise Circle of Success, 1999 - 2022
  • Ameriprise Hall of Fame, 2013 - 2022
  • Five Star Wealth Manager, 2017-2022

Personalized Advice That Fits Your Portfolio

A financial planning strategy is only right if it’s right for your needs. At WGG Wealth Partners, we take the time to get to know you and your unique goals.

Through personalized advice, regular meetings, and progress tracking digital tools, we’ll help you make the most of today and still be prepared for tomorrow.

Community participation

  • Placer SPCA past Board President & past Board Member
  • Placer SPCA past Planned Giving Committee Chair
  • Sutter Roseville Medical Foundation - past Board Member Chair
  • Placer Professional Roundtable - Current Member
  • Charity Fall Classic Golf Tournament
  • Toys for Tots Toy Drive
  • Placer Food Bank Can Food Drive

Interests

  • When I am not busy helping clients plan for a more confident financial future, I enjoy spending my time with my beautiful wife Karen. Karen and I are both passionately committed to volunteering our time with the Placer County SPCA. We also enjoy spending time with our family, our beloved pets, going to the theater, playing golf, and travel.

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.