Advisor profile


Build confidence in your financial future

Do you know where your financial future stands? Ameriprise’s 3-Minute Confident Retirement ® check can help you gauge your retirement readiness and see how your financial confidence compares to others. Let’s talk about how we can help you set and reach your financial goals for today and tomorrow.

To get started, request a complimentary initial consultation.
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Estate Planning Strategies

Qualifications

  • FINRA Series 7, 66 and Life and Health Insurance

Education

  • National University, San Diego, CA - Bachelor of Arts, Management

Awards & recognition

  • Ameriprise Client Experience Award, 2022

Previous experience

  • Financial Advisor, Edward Jones, 2013-2109
  • Commercial Real Estate Broker, John Wilson Commercial, 2010-2013
  • United States Marine Corps, Master Sergeant, 1989-2010

Community participation

Community service and giving back is very important to me. Members I am or have been affiliated with:

Arizona Veterans Memorial Cemetery Foundation-Current Fundraiser

Tucson Breakfast Lions Club: Current member, President 2018-2019

LCpl Joshua Lucero Marine Corps League: Judge Advocate 2020

Tucson Devil Pups: past instructor and fund raiser

Veterans Court: past mentor

Interests

Spending time with my family is what's most important to me. My wife Magdalena and I have been married for 28 years. Our son Johnny is 27 and a graduate of UofA's Eller College of Management's Masters of Accounting program, is a Certified Public Accountant and currently works in Nashville, TN.

I enjoy hiking, backpacking, endurance sports, motorcycle riding and scuba diving. I've hiked three "fourteeners" to include Mt Whitney, the highest point in the lower 48. I've completed an Ironman triathlon and many other endurance events.

I believe strongly in community involvement and have volunteered most of my adult life.