Advisor profile


Envision your retirement

No two retirements look the same. What will yours be like? The Ameriprise® Retirement Profiles quiz can help you identify the lifestyle that may bring you fulfillment in retirement. Just answer a few simple either/or questions to discover if you’re an Explorer, Nurturer, Creator, Connector or Doer.

18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Sustainable and Responsible Investing
  • Retirement Planning Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Saving for Education

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • B.S. in Economics, Westminster College of Salt Lake City

Awards & recognition

  • Granite Peak Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2025

Professional associations

  • Financial Services Institute

Previous experience

  • Royal Alliance & Associates, 2016-2020
  • Edward Jones, 2012-2016

Community participation

Soccer Coach for the Missoula Strikers

Interests

I enjoy sharing time outdoors with my wife and children. Depending on the season, you might find us rock climbing, mountain biking, fishing, skiing, playing hockey or soccer.