Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Small Business
  • Insurance
  • Wealth Preservation Strategies
  • Charitable Giving
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • UNLV, Bachelor's of Science in Business Administration Finance

Awards & recognition

  • Lee, Langlois & Associates Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Ameriprise Hall of Fame , 2020
  • Barron’s Top 1,200 Financial Advisors, 2018, 2021, 2022, 2023, 2024
  • Forbes Best-in-State Wealth Advisors, 2018-2024
  • Financial Planning Top 40 Advisors Under 40, 2020
  • Lee, Langlois & Associates Wealth Advisors, Ameriprise Client Experience Award, 2020, 2021, 2022
  • Forbes Top Next-Generation Wealth Advisors, 2017 - 2018, 2020
  • Financial Times 400 Top Financial Advisers, 2018, 2020
  • On Wall Street Top 40 Advisors Under 40, 2018-2020
  • Ameriprise Circle of Success, 2006-2023
  • Ameriprise Chairman's Advisory Council, 2012 - 2024
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • On Wall Street Top 25 Regional Advisors Under 40, 2018
  • Ameriprise Ultimate Digital Excellence Award, 2021, 2023
  • Ameriprise Diamond Ring Club, 2014

Community participation

  • I volunteer and donate to Spread the Word Nevada, an organization dedicated to advancing early childhood literacy by placing books into the hands of children within Southern Nevada’s at-risk, low income communities.
  • I am a supporter of The University of Nevada, Las Vegas Foundation, a nonprofit organization that enhances the quality of UNLV to strengthen its missions of teaching, research & public service.
  • I am an advocate for Compassion International, a Christian organization dedicated to the long-term development of children living in poverty.
  • I promote the fine arts in our community by supporting the Las Vegas Philharmonic.

Interests

I was born and raised in Oahu where my immediate family still resides. Both my parents and my older sister have played a huge role in shaping me both personally and professionally. I am fervent about travel and am fortunate enough to have an amazing wife, Renee', who makes sure that passion is always fulfilled. She and I love to explore new cultures, cuisines, and wine when we are able to get some time away from the office. One of my first passions will always be finance and keeping informed on markets and trends, though I do try to make time for watching my favorite sports teams and hitting the golf course on a Sunday afternoon.

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.