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

  • Investments
  • Retirement Income Strategies
  • Retirement Plan Distribution
28
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