Advisor profile

Values of ClearRode Financial Group:


Upholding integrity is fundamental to our practice. We are committed to transparent and ethical conduct in all our interactions, ensuring that our clients’ belief in us is never compromised. Integrity serves as the cornerstone of our relationships with all of our clients.


Honesty is at the heart of everything we do. We believe in open communication and providing truthful, accurate information to our clients, helping empower them to make informed decisions. With honesty as our guiding principle, we foster a culture of trust and reliability, ensuring that our clients feel more confident in our advice and guidance.


Drive fuels our relentless pursuit of excellence. We are driven by a passion for helping our clients succeed and a determination to exceed their expectations. With unwavering dedication and ambition, we go above and beyond to deliver a one-of-a-kind experience and create meaningful impact in the lives of our clients.
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Small Business
  • Business Retirement Plans
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Domestic Partner Planning
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies


  • CRPC™ Chartered Retirement Planning Counselor™
  • Chartered Retirement Planning Counselor


  • Bachelors of Science in Agricultural Business, Colorado State University, 1999

Awards & recognition

  • Five Star Wealth Manager, 2012-2015, 2023

Community participation

  • Habitat for Humanity, Sacramento chapter
  • Ameriprise proudly supports Wounded Warrior Project and Warriors to Work


  • Mountain Biking
  • Photography
  • 49ers Football

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.