Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

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

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!