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

  • Sustainable and Responsible Investing
  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
4
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

Education

  • Bachelor's Degree in Business Administration, Concordia University, Magna Cum Laude

Interests

Sports: Golf, Basketball, Football, Soccer

Learning: Books, classes, anything that can expand my knowledge

Socially Responsible Investing: I am a huge nerd for this area of the financial industry

Community participation

Northwest Children's Outreach