Advisor profile


What you can expect when you work with me

 My 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Intergenerational Planning
  • Social Security Retirement Benefits

Qualifications

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

Education

  • B.S. Business Management, 2004, Brigham Young University Rexburg, ID

Awards & recognition

  • The Flynn Group, Ameriprise Client Experience Award, 2021

Previous experience

  • District Manager, Ameriprise Financial, Las Vegas, NV, 2006 - 2007
  • Financial Advisor, Ameriprise Financial, Las Vegas, NV, 2004 - 2008

OFFICE CLOSURE DATES 2021

Holidays:

  • New Year’s Day
  • Martin Luther King, Jr. Day
  • President’s Day
  • Good Friday
  • Memorial Day
  • Juneteenth (observed June 20th)
  • Independence Day
  • Labor Day
  • Thanksgiving Day
  • Christmas Day

Additional Office Closure Dates & Half Days:

  • Friday after Thanksgiving (all day)
  • Christmas Eve (all day)
  • New Year’s Eve (half day)
  • Friday’s before a three-day holiday weekend are half days, closing at 1:00 PM Pacific
  • The day before mid-week holidays will be half days, closing at 1:00 PM Pacific.

Community participation

It's important to give back to the community and we actively participate in local charities such as:

  • Nevada Cancer Institute
  • Opportunity Village
  • Wounded Warriors

Interests

I enjoy playing golf, reading, spending time with family, being an active member in my church community, and making my famous BBQ ribs!