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

  • Tax Planning Strategies
  • Investments
  • Retirement Planning Strategies
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • FINRA Series 7, FINRA Series 63, and FINRA Series 65

Education

  • Bachelor of Science, Recreation Management, University of Vermont, Burlington, Vermont

Interests

  • World travel is important for a better understanding our similarities and differences. Our boys have experienced the culture and beauty of over 20 countries. Would love to hear about where you have been. Please see pictures below...
  • An avid skier for over 50 years. Favorite ski areas are Jackson Hole, Alta, Squaw Valley, and Taos, but if you've been there I've likely been there too.
  • Me and my spouse Robin have raised twin boys and enjoy sharing that no it was not twice as hard as having one at a time.
  • Rhodesian Ridgebacks have been in our house for over 30 years, current boy is Bodie. Please see pictures below...

Community participation

  • Volunteer at the Karsh Family Social Service Center delivering weekly meals to the Koreatown residents in need
  • Helping end childhood cancer with Alex's Lemonade Stand.
  • Volunteer time and labor to Nechama disaster response team: having supported the communities of Baton Rouge, Houston, Boulder, NYC, and Tupleo, MS.
  • Build homes with Habitat for Humanity.
  • Please let me know your favorite organizations, there is always room to add support.

Previous experience

  • VP Investments, Wells Fargo Advisors, 2010-2021 Los Angeles, CA
  • VP Investments, Banc of America Investments, 2003-2010 Los Angeles, CA
  • Financial Advisor, Prudential Securities, 1998-2003 San Francisco, CA

Financial Planning

I work with high net worth clients to help them plan for their financial future through careful financial planning strategies.