Advisor profile


My approach

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

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Business Retirement Plans
  • Saving for Education
14
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.A. Finance, University of Portland, 2007

Interests

    When I am not serving my clients or spending time with my wife and three beautiful children, 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