Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Plan Distribution
  • Investments
  • Insurance
  • Business Retirement Plans
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Finra Series 7,24,65, and Life and Health Insurance

Education

  • Bachelor of Science-Finance-1997-Binghamton University

Interests

Golf my favorite golf course is Las Vegas National. I enjoy football I help coach my son's team and have season tickets to Boise State in which I attend games regularly with my family. Spending time with my family I have 15 year old triplets and a 12 year old daughter. We enjoy movie night on Friday's with the family.

Community participation

Coaching children's sports at Christian School

Awards & recognition

  • Ameriprise Circle of Success, 2016, 2017

Professional associations

  • Henderson NV, Chamber of Commerce

Previous experience

  • Tricor Financial LLC,, 2007-2016
  • Invest Financial, 2003-2007
  • Commonwealth Financial Network, 2001-2003
  • Citicorp Investment Services, 2000-2001
  • Yourtrade.com Securities, Inc, 2000-2001