Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Family Finances
  • Business Retirement Plans
13
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
  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7 and Series 63 Investment Licensed
  • Life, Disability, and Long Term Care Insurance Licensed
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • B.B.A. Finance, University of Portland, 2007

Interests

    When I am not serving my clients or spending time with my wife and two beautiful daughters, you can usually find me on the golf course. I began playing at 8 years old and eventually played in college for the University of Portland. Though I continue to compete occasionally, I now mostly play and appreciate the sport as a life long hobby. Fun fact...I even met my wife on the golf course and my father-in-law is a golf pro.

Community participation

  • National Day of Service
  • Member, University of Portland Alumni Association