Advisor profile


What you can expect when you work with me

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.

Get started
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Science, Journalism - University of Colorado, Boulder, CO

Awards & recognition

  • Five Star Wealth Manager, 2015
  • Ameriprise Client Experience Award, 2020-2021

Community participation

  • Elected Board of Trustee Member - Colorado Children's Chorale, 2015
  • Ronald McDonald House Charities of Denver, Inc.
  • Blue Star Mothers of America, Inc.
  • Ameriprise proudly supports Wounded Warrior Project and Warriors to Work

Interests

  • My wife Jennifer is a full time mom for our children.
  • We enjoy hiking in the summer and skiing in the winter.
  • We like to travel to experience new places and things.