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
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Investments
  • Business Retirement Plans
  • Saving for Education
  • Family Finances

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • B.A., Finance, University of Washington, Seattle, WA
  • M.Div, Theology, Fuller Theological Seminary, Pasadena, CA

Previous experience

  • Financial Advisor, Edward Jones, 2003-2006
  • Young Adult Minister, Flatirons Community Church, 2002-2003
  • Associate Pastor for Student and Family, 1993-2001

Community participation

Coaching youth sports at a variety of levels

Volunteer for Habitat for Humanity

Interests

I have two sons who my wife and I love to support and encourage in their exciting lives. One is currently a middle school choral teacher and the other is a 2nd Lieutenant in the army as a reservist and launching a career in government work.

I am an active supporter of the University of Colorado Athletics.

I enjoy the outdoor activities that our beautiful environment offers including hiking, skiing, and golf.

I am interested in sustainable efforts to support the impoverished throughout Central America.

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.