Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our 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.

Feel confident about your financial future.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Small Business
17
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℠

Education

  • University of LaVerne 2002

Interests

  • Spending time with my beautiful wife and my two sons.
  • Donating to charitable organizations.
  • Mixed Martial Arts (particpating and watching)
  • Exercising

Community participation

  • I am a member of the Menifee Valley Chamber of Commerce.
  • My wife and I are Chief Ambassadors for the Menifee Union School District's Project "Best Foot Forward", through which we will be donating shoes to underprivileged students in our community.
  • Every year, our office at Taylor Wealth Management Group has helped to coordinate volunteer efforts with Feeding America for the Ameriprise National Day of Service. This will be our 8th year!

Awards & recognition

  • Ameriprise Circle of Success, 2020

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.