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

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Family Finances
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • AAMS® Accredited Asset Management Specialist℠
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • B.A Economics, Seattle University, 2000

Interests

I am an avid cyclist and also look forward to hikes on a sunny day. I also play classical piano - took lessons for 10 years starting at age 6 - and I enjoy learning new pieces to play for friends & family. I also greatly enjoy the time I spend with my niece, sister, parents, and close friends. As of August 2014, I am married to my lovely wife Jocelyn.

Community participation

I am on the Board of Directors of my home owner's association where I volunteer as the Treasurer. I sought the Treasurer's post because I can apply my professional experience as a provider of sound financial advice to the home owner's association. I also am a regular blood donor for the Blood Centers of the Pacific.

Awards & recognition

  • Ameriprise Circle of Success, 2005-2012
  • Ameriprise Chairman's Advisory Council, 2015
  • On Wall Street's Top 25 Regional Advisors Under 40, 2018

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.