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

  • Investment Management
  • Estate Planning Strategies
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Certified Financial Planner (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Chartered Advisor for Senior Living (CASL®)
  • APMA® Accredited Portfolio Management Advisor℠
  • Life and Health Insurance Licensed
  • Series 7 Licensed - General Securities Representative
  • Series 63 Licensed - Uniform State Exam
  • Series 65 Licensed - Investment Advisory Agent

Education

  • Golden Gate University - Masters of Business Administration, Finance Focus
  • Clemson University - Bachelor of Science Chemical Engineering

Interests

My athletic passion is tennis and I play as often as I can. I enjoy traveling with my family. When we travel, we like to experience new cultures and speak other languages. My other interests are skiing and sailing. I enjoy eating good food and drinking good wine with friends.

Community participation

Rancho Compasion Animal Sanctuary- My wife Donna and I volunteer at Rancho Compasion which is a non-profit farm animal sanctuary.

Awards & recognition

  • Ameriprise Circle of Success, 2003 - 2016
  • Five Star Wealth Manager, 2012, 2013, 2014, 2015
  • Ameriprise Diamond Ring Club, 2010

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.