Advisor profile


What you can expect when you work with me

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.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

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24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investments

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Bachelor of Arts, Political Science, University of California, Santa Barbara, 1997.
  • Master of Business Administration, University of Phoenix, 2011.

Awards & recognition

  • Ameriprise Circle of Success, 2016-2022
  • AdvisorHub Solo Practices to Watch, 2022
  • SteadyBridge Financial Group, Ameriprise Client Experience Award, 2022

Previous experience

  • Financial Advisor, Ameriprise Advisor Services, Inc., 2007-2009
  • Financial Advisor, A.G. Edwards, 1999-2007

Community participation

I believe that to truly make an impact, I need to share and develop the things that mean the most to me in my community. For our family, that means participating in youth sports and creating an environment where our children can learn the valuable skills that are learned in group sports: Hard work, team work, discipline, sacrifice, and, how to deal with life's failures.

I also participate in our corporate day of service every year, helping to prepare tons of donated food for delivery out into the community where it is badly needed.

  • Lincoln Youth Soccer
  • Lincoln Little League
  • Placer Food Bank
  • Placer SPCA
  • KidsFirst

Interests

My wife, Valarie, and I spend a lot of our free time with our four children. All are actively involved in youth sports and activities in and around Lincoln, Roseville, Rocklin, and Granite Bay.

Braeden is 20 and is attending University of Nevada in Reno. Kaelen is 16 and has done cheer for many years and is currently involved in dance. Her twin sister Haeden, also 16, is on a competition soccer team. Brennen is 12 and is playing LAX and is an ambassador at his school.

When we can get away, Valarie and I enjoy skiing in the winter and golf in the summer. We recently went to Monterey with my parents.

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.