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
23
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
  • Wealth Preservation Strategies
  • Investments

Education

  • BA, Business Administration, California State University, Fresno, CA

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Previous experience

  • Senior Financial Advisor, Merrill Lynch, Bellevue, WA, 2011-2019

Community participation

Bellevue Chamber of Commerce

Interests

Recently got married in San Diego to my wife Missy

Missy is a phlebotomist and professional fitness athlete

We have three Dachshunds (Schultze, Athena and Leo)

We reside in Redmond

I enjoy sports, weightlifting and photography. In our free time my wife and I enjoy going to Mariner’s games, hiking and playing with our dogs

I love traveling anywhere with a beach or experiencing nature. My favorite trips were Great White Shark diving in Mexico and seeing Polar Bears in Alaska.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.