Advisor profile


We care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Family Finances
22
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
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • CASL® Chartered Advisor for Senior Living®
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelor of Science, Astrophysics - Michigan State University, East Lansing, MI
  • Masters of Engineering Management - St. Martin's College

Interests

  • Retired Air Force Officer/Reservist

Community participation

  • Ronald McDonald House Charities of Denver, Inc.
  • Blue Star Mothers of America, Inc.
  • Adult Leader - Boy Scouts of America
  • Phamaly Theatre Company- Board Member

Awards & recognition

  • Five Star Wealth Manager, 2012-2016
  • Ameriprise Client Experience Award, 2020

Professional associations

  • Certified Financial Planner Board of Standards, Inc.
  • Financial Planning Association