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.

Get started
44
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Family Finances
  • Investment Management
  • Cash Flow Management Strategies
  • Saving for Education
  • Retirement Plan Distribution

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Series 7
  • Series 65
  • Series 63 Life and Health Insurance

Education

  • Bachelor's Degree - Finance, Brigham Young University

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

Community participation

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

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.

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.