Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Retirement Plan Distribution
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • AAMS® Accredited Asset Management Specialist℠
  • AWMA® Accredited Wealth Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • University of Arizona-Business Adminsitration

Interests

  • My biggest interest is my family. I am currently married with 3 grown sons.
  • I am an early morning riser and enjoy jogging and exercising before work.
  • I golf as frequently as possible with family, friends and clients.

Community participation

  • Parishioner St. Raphael Parish
  • St. IgnatiusHigh School Fathers' Club Past President 2002 - 2003
  • Served in The United State Air Force

Previous experience

  • A. G. EDWARDS & SONS, INC, 2004-2008