Advisor profile


What you can expect when you work with me

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

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Family Finances
  • Investment Management
  • Cash Flow Management Strategies
  • Saving for Education
  • Retirement Plan Distribution
42
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
  • CIMA® Certified Investment Management Analyst®
  • Series 7
  • Series 65
  • Series 63 Life and Health Insurance

Education

  • Bachelor's Degree - Finance, Brigham Young University

Interests

I enjoy spending time with my family. I have a beautiful wife, 8 kids and 8 grandkids. I enjoy doing anything outdoors, including riding bikes and swimming.

Community participation

I am very involved in my church. I have participated in various positions within the church community.

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Previous experience

  • Directors Counsel - RBC Capital Markets, 2009-2019
  • Sr, Vice President - Merrill Lynch, 1994-2009
  • Prudential Securities Inc., 1994-1994
  • Dean Witter Reynolds Inc., 1986-1994
  • Sentra Securities Corporation, 1984-1986

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.