Advisor profile


What you can expect when you work with me

 My 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Small Business
  • Estate Planning Strategies
  • Charitable Giving
  • Tax Planning Strategies
  • Employee Stock Options
  • Executive Compensation and Benefit Strategies
  • Family Finances

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • AAMS™ Accredited Asset Management Specialist™
  • APMA™ Accredited Portfolio Management Advisor™
  • Securities Licenses: 7, 24, 51, 63, 66
  • Life & Health Insurance License

Education

  • Bachelor of Arts, Economics, University of Denver, Cum Laude

Awards & recognition

  • Ameriprise Circle of Success, 2008-2021
  • Ameriprise Chairman Advisory Counsel , 2015-2022
  • AIM Wealth Advisory Group, Ameriprise Client Experience Award, 2020-2021
  • AIM Wealth Advisory Group, Forbes Best-in-State Wealth Management Teams, 2023

Community participation

Project Pooch, Inc., A non-profit organization 501c(3): Volunteer and Donor http://www.pooch.org

Dress For Success Oregon, A non-profit organization

Ohana Oasis, A non-profit organization

Oregon Dog Rescue, A non-profit organization 501c(3): Donor and Dog Rescuer http://www.oregondogrescue.org

Interests

Spending time with my wife and children.

Working on our family farm either on the back of a horse or tractor.

Sports including soccer, basketball and running.

Involvement and participation with charitable organizations.

Enjoying the beautiful Pacific Northwest with family and friends.

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.