Advisor profile


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

  • Investment Management
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Business Retirement Plans
10
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℠

Education

  • American Graduate School of International Management, MBA/International Management
  • Northern Arizona University, Master of Education
  • Arizona State University, Bachelor of Science, Businees/Marketing

Interests

Spending time with family

Paddling / Outrigger canoes

Enjoying the great outdoors

Community involvement

Community participation

Previous experience

  • Edward Jones, Aug 2011 - Aug 2021