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
  • Tax Planning Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Saving for Education
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Investments
  • Insurance
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • AWMA® Accredited Wealth Management Advisor℠

Education

  • Washington State University – Bachelor of Arts in Business Administration and Marketing - 2005

Interests

My wife Skye and I have been blessed with two beautiful daughters Harlow and Eva. They bring so much joy to both of our lives. (Check out the “Family” photo album) Every day I look forward to the new things they learn and what lessons I can teach them but also what lessons they teach me!

I also enjoy anything in the outdoors including fishing, hunting, hiking, and camping with the family. We are all diehard Washington State Cougar fans... Go Cougs!

Community participation

I currently serve as the Chapter Chair for the Rocky Mountain Elk Foundation for the Vancouver chapter. It’s an organization that helps protect wildlife and their habitat. Our chapter helps raise over $100,000 a year for the organization.

One thing that changed my life for the better was having great mentors and that is why I’m a volunteer for Junior Achievement. JA brings business people into the class room to help teach kids skills they can use in real life. I mainly work with High School students teaching personal finance. I feel today’s youth do not possess the skills needed to survive in the world and this is one way to help a few.

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.