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

  • Small Business
  • Retirement Planning Strategies
  • Family Finances
  • Tax Planning Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Domestic Partner Planning
  • Saving for Education
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠
  • AAMS® Accredited Asset Management Specialist℠

Education

  • Bachelor of Science, Economics, Texas A&M University

Interests

  • My wife & I and our children spend many weekends playing sports and enjoying the beach.
  • I love to be active in my local beach community
  • I am an avid golfer.
  • I coach my daughter and son’s soccer teams.
  • I enjoy volunteering with Manhattan Beach Education Foundation as a member of their Wine Advisory Board.

Community participation

  • Manhattan Beach Chamber of Commerce
  • Hermosa Beach Chamber of Commerce.
  • Volunteer at Pacific School and Circle of Love Preschool
  • Manhattan Beach Education Foundation

Awards & recognition

  • Five Star Wealth Manager, 2013, 2015, 2018, 2019
  • Ameriprise Circle of Success, 2012-2014

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.