Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Small Business
  • Tax Planning Strategies
  • Estate Planning Strategies
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 Licensed
  • Series 66 Licensed
  • Nevada Health, Life, Variable Annuities and Variable Life Licensed

Education

  • University of Colorado at Colorado Springs
  • Bachelor of Science in Business / Finance / 2000 / Summa Cum Laude

Interests

Avid sports and music fan (rarely can make it out to concerts but we still try!). We enjoy hiking in Red Rock Canyon and taking the family to Spring Mountain Ranch and Boulder city for events. As our son Jack gets older, we are venturing out to other destinations in Southern Nevada and Utah.

Community participation

  • Wounded Warrior Project

Previous experience

  • Ameriprise Paraplanner - Colorado Springs, CO, 1999 to 2001

My office is open

I remain committed to serving clients. I am available to meet by phone or online and will continue to hold all client meetings as scheduled. The health and wellbeing of our clients is a top priority. Please take care of yourselves and those around you.