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
  • Cash Flow Management Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Saving for Education
  • Investments
  • Retirement Plan Distribution
  • Insurance
  • Estate Planning Strategies
  • Family Finances
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC
  • Financial Advisor
  • Associate Vice President

Education

  • California Polytechnic State University, San Luis Obispo, CA BS Business Administration

Interests

Family is my most important interest. I enjoy coaching my daughter's and son's sport teams. If it's baseball, lacrosse or basketball, I will always be there to help in youth sports. When not busy coaching, fitness training, hiking and travel are my favorite activities. I am happiest outside and accomplishing a goal.

Community participation

For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.

Awards & recognition

  • Five Star Wealth Manager, 2014, 2015, 2017

Previous experience

  • Ameriprise Financial, 2009 - Present
  • H&R Block Financial Advisors, 1998 - 2009