Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Saving for Education
9
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
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelor of Science, University of Redlands

Interests

When I am not in the office, I enjoy spending quality time with my wife Lindsay, our son Brock and twin daughters Jadyn and Jordyn. We love playing tee-ball, having dance parties, camping in Oregon, and going to Disneyland. I also enjoy being outside, playing golf, and keeping up with my favorite sports teams, namely the Miami Dolphins, the Seattle Mariners, and the University of Oregon Ducks football.

Community participation

I am involved in several local community organizations, including the Riverside Rotary Club, Riverside Sport Hall of Fame, and the Riverside Chamber of Commerce. I enjoy any opportunity to give back to the community and am especially passionate about programs that help children. Itzen Wealth Management supports the Riverside Art Museum, Riverside Arts Academy, and the American Cancer Society.

  • Riverside Sport Hall of Fame
  • Riverside Rotary Club
  • Riverside Chamber of Commerce

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2021-2022
  • Forbes Top Next-Generation Wealth Advisors, 2020-2021
  • Ameriprise Circle of Success, 2018-2022

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.