Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. 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.

Feel confident about your financial future.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Family Finances
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Insurance
  • Estate Planning Strategies
  • Saving for Education
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • ChFC® Chartered Financial Consultant®

Education

  • Colorado State University B.S. in Business Administration

Interests

My top priority is being a Husband and Father to my wonderful family.

My second priority is to fish, hunt, and play golf!

Community participation

We are very active in United Way events and fundraising activities.

We are also a proud member of the Greeley Chamber of Commerce, and participate in events regularly.

Previous experience

  • Private Client Advisor-JP Morgan Securities LLC, 2013-2017
  • Financial Advisor-Chase Investment Services LLC, 2011-2013
  • Personal Banker-JP Morgan Chase Bank, 2009-2011