Advisor profile


What you can expect when you work with me

 My 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Small Business
  • Insurance
  • Social Security Retirement Benefits
  • Cash Flow Management Strategies
  • Saving for Education

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • AAMS™ Accredited Asset Management Specialist™
  • APMA™ Accredited Portfolio Management Advisor™

Awards & recognition

  • Ameriprise Circle of Success, 2019-2021
  • The Flynn Group, Ameriprise Client Experience Award, 2021

Previous experience

  • Financial Advisor, Ameriprise Financial corporate office, Las Vegas, NV, 2002-2005
  • Advisor Coach, Ameriprise Financial corporate office, Las Vegas, NV, 2002-2003
  • District Manager, Ameriprise Financial, Las Vegas, NV, 2003-2005
  • Financial Advisor & franchise owner, Ameriprise Financial, Henderson, NV, 2005-present

OFFICE CLOSURE DATES 2022

Holidays:

  • New Year’s Day
  • Martin Luther King, Jr. Day
  • President’s Day
  • Good Friday
  • Memorial Day
  • Juneteenth (observed June 20th)
  • Independence Day
  • Labor Day
  • Thanksgiving Day
  • Christmas Day

Additional Office Closure Dates & Half Days:

  • Friday after Thanksgiving (all day)
  • Christmas Eve (all day)
  • New Year’s Eve (half day)
  • Friday’s before a three-day holiday weekend are half days, closing at 1:00 PM Pacific
  • The day before mid-week holidays will be half days, closing at 1:00 PM Pacific.

Community participation

I am actively involved in charitable organizations such as Three Square, Children's Heart Foundation and Wounded Warriors and believe strongly in giving back to the community!

www.threesquare.org

www.woundedwarriorproject.org

www.childrensheartfoundation.org

Interests

My interests include health and fitness, playing the piano, jiu jitsu, film, motorcycles, art, and most importantly being with "my girls", my amazing wife, Knisha, and our beautiful daughters, Zoie and Nola.

I am also a recipient of a Certificate in Financial Planning from Boston University and enjoy furthering my education in the financial industry.

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.