Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
17
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
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • B.S., 2000, Chemistry, University of California, Davis

Interests

I enjoy spending time with my wife and three girls. I also enjoy golfing and spending time outdoors.

Community participation

I am a board member for the Sigma Phi Epsilon California ETA Alumni Volunteer Corporation.

Previous experience

  • Ameriprise Financial (Andrew Edwards & Associates), Paraplanner, April 2005 - February 2016, 11 years