Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our 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.

Feel confident about your financial future.

Areas of focus

  • Retirement Planning Strategies
  • Intergenerational Planning
  • Business Retirement Plans
  • Social Security Retirement Benefits
  • Investments
  • Tax Planning Strategies
  • Family Finances
10
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

  • Bachelor of Science Finance, George Mason University, 2013

Interests

I was born and raised in Las Vegas and I love everything about Nevada. My wife Lindsey and I met at George Mason University in Virginia. We love to hike, camp and play sports. I am a die hard Green Bay Packers fan. That's tough considering my wife is a Bears fan and I'm surrounded by Viking fans at work. My son Jude was born in August 2017 and my daughter Collins was born in June 2019. It's a guarantee that the kids or our dog Patches keep us on our toes.

Community participation

I am a Deacon at Shadow Hills Church here in Las Vegas where my wife and I also lead a weekly bible study.

We are proud to support Food For the Hungry, a charitable organization that has worked since 1971 to serve the most vulnerable people on earth through purposeful relief and development.

In 2018, the office began volunteering for Junior Achievement. JA is the nation's largest organization dedicated to giving young people the knowledge and skills they need to own their economic success, plan for their futures, and make smart academic and economic choices.

Awards & recognition

  • Ameriprise Client Experience Award, 2020

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.