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 Planning Strategies
  • Investments
  • Tax Planning Strategies
17
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

Education

  • California Lutheran University - Master of Business Administration
  • University of Phoenix - Bachelor of Science in Business Administration

Interests

  • My wife Charissa and I enjoy traveling.
  • We enjoy going to Mammoth year round to ski, hike and relax.
  • We make a couple of visits a year to California wine country
  • I spend free time surfing, golfing and playing tennis.

Community participation

Casa Pacifica - Center for children and females. As an official "Amigo" of Casa Pacifica I assist both financially and with my time helping these children. We spend time together learning more about these children who have been dealt a tough deck of cards to start life. One of my favorite events is our soccer days with the children.

Professional associations

  • Financial Planning Association