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

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Charitable Giving
  • Domestic Partner Planning
  • Employee Stock Options
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Sustainable and Responsible Investing
  • Tax Planning Strategies
16
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
  • ChFC® Chartered Financial Consultant®
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Masters of Science in Finance, Seattle University, 2011
  • Chartered Financial Consultant, The American College, 2009
  • CFP Certification Program, College for Financial Planning, 2008
  • BA in Economics, University of Washington, 2006

Interests

Living in Seattle, I stay busy spending time with my family and playing outside. My two little girls are a spark of energy and keep my wife and I on our toes. In the winter you’ll find us in the Cascades hitting the slopes along with a cup of hot chocolate. In the summer you’ll find us swimming whatever body of water we can find while also getting in a few rounds of golf.

When I do get a little down time, I enjoy going out for a run, testing out a new recipe, or cheering on one of our many local teams.

Community participation

Awards & recognition

  • Five Star Wealth Manager, 2014-2022
  • Ameriprise Circle of Success, 2021
  • Sage Advisor Group, Ameriprise Client Experience Award, 2021
  • Ultimate Digital Excellence Award, 2021

Professional associations

  • Financial Planning Association of Puget Sound

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.