Advisor profile


My approach

You work hard for your money. I'll develop strategies to make sure it's working hard for you. I advise my clients on the issues that matter most to them: a good education for their children, a comfortable retirement and protecting their families. I'll work one-to-one with you to identify your short- and long-term goals, then supply the knowledge and advice you need to help you feel confident that you're making informed financial decisions for your family's future.

Financial priorities differ from person to person. They can also differ from year to year. At Ameriprise Financial, we think it's important to have a financial plan that's tailored to your needs and has the flexibility to evolve with you. We take a comprehensive approach to financial planning, based on an ongoing relationship with a personal advisor. That's how we get to know you personally: your goals, your worries and your dreams. Then we draw on our more than 110-year heritage to provide experienced guidance to help you develop a financial plan and to find a broad range of financial solutions to meet your needs. That's how The Personal Advisors of Ameriprise Financial help over two million people feel greater confidence about their financial futures. Life is full of surprises and opportunities. We can help prepare you for what's next.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Small Business
  • Insurance
  • Retirement Income Strategies
56
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • AWMA® Accredited Wealth Management Advisor℠
  • AAMS® Accredited Asset Management Specialist℠
  • CMFC® Chartered Mutual Fund Counselor℠

Education

  • Master of Business Administration (MBA)
  • Bachelor of Technology (B Tech Honors) in Mining Engineering

Interests

I enjoy travelling and visiting World Heritage sites.

I enjoy playing Golf.

I am an avid reader, with a focus on financial industry.

Community participation

Indian School of Mines North America Alumni Association