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

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • BS University of Arizona


Golf at The Village Links of Glen Ellyn (or anywhere for that matter).

Spend time with family

Reading and participation in a couples book club with my wife.

Recently read: Between The World and Me by Ta Nehisi Cotes

Travel - Some Favorites places include:

London, France, Scotland, Ireland, Spain and anywhere in the good old USA

Awards & recognition

  • Ameriprise Circle of Success, 2017

Previous experience

  • Wells Fargo Advisors, 2007-2015
  • H&R Block Financial Advisors, 1990-2007