Advisor profile


My approach

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
  • Wealth Preservation Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Insurance
  • Domestic Partner Planning
19
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
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Tarleton State University, BS Bachelor of Science 1996-2001

Interests

  • Most of all, I enjoy spending time with my wife and three kids. Whether we are playing basketball in the driveway, hunting with the boys, or reading for school. I love the energy that we generate together and treasure every moment with them.
  • Grand Lake, Colorado is my favorite place to be. I love the amazing views from the mountains, the fresh air and all the activities that we can do to experience nature at its finest.
  • I enjoy doing handyman activities around the house. I love having the opportunity to use my hands to build and create things that we use around the house.

Awards & recognition

  • Five Star Wealth Manager, 2012-2014, 2016
  • Ameriprise Circle of Success, 2007 - 2010, 2016, 2017

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.