Advisor profile


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

  • Wealth Preservation Strategies
  • Sustainable and Responsible Investing
  • Investment Management
  • Business Retirement Plans
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Insurance
9
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Colorado Technical University® Bachelor of Science in Business Administration - Finance

Interests

My wife, Monica and I enjoy sports, travel, fitness and living a healthy lifestyle.

Community participation

Spirit of Survival Participant

Awards & recognition

  • Magna Cum Laude- Colorado Technical University, 2017