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 Income Strategies
  • Employee Stock Options
  • Estate Planning Strategies
  • Investments
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Charitable Giving
  • Family Finances
  • Insurance
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Bachelor of Arts, History, University of California, Los Angeles, CA, 1994
  • Chartered Financial Consultant, The American College, Bryn Mawr, PA, 2005

Interests

  • I enjoy spending time with my wife, Stephanie, and our 3 amazing children -- Maverick (14), Gunnar (12) & Bisa (9).
  • Outdoor activities especially skiing & snow boarding, water sports, golf, mountain biking, hiking & camping.
  • Good food, good wines and great friends!
  • Traveling with family
  • We support Tim Griffith Foundation, Boys & Girls Club of North Lake Take, InnVision Shelter Network: First Step for Families & SFMOMA.
  • Our family has been long time San Francisco Giants fans.