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

  • Wealth Preservation Strategies
  • Family Finances
  • Insurance
  • Retirement Planning Strategies
  • Investments
  • Business Retirement Plans

Education

  • Citrus College (2002) A.S. Biological Sciences

Interests

My wife and I enjoy spending our time with our children in the great outdoors. One of my favorite activities is fresh water fishing, prospecting for gold, and taking long walks or hikes in our local parks and mountains. Although I'm currently not a workout buff, I enjoy swimming, long board skate, and golf occasionally. Favorite sports to watch and play are baseball and football(Soccer). On Sunday's we are actively raising our children in our church, where my wife actively serves in our children's ministry. One day I hope to own an orchard farm. I have recently found an affinity towards agriculture and how vital it is to our daily living.

Community participation

Our family participates in the annual ''Operation Christmas Child'' campaign by Samaritan's Purse

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Previous experience

  • Financial Advisor, Ameriprise Financial (2012- present), Advisor Assistant, Wells Fargo Advisors (2010-2012)