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 Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education
  • Small Business
  • Employee Stock Options
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • JD, 1990, New York University School of Law, New York, NY
  • B.A. Economics, 1986, University of Colorado, Boulder, CO

Interests

  • Travel and hiking with family
  • Tax policy research
  • Member of Scotch Malt Whisky Society

Community participation

  • Board of Trustees, Shakespeare Theatre Company, Washington, DC

Awards & recognition

  • Ameriprise Chairman's Advisory Council, 2005-2009
  • Ameriprise Circle of Success, 1998-2018
  • Five Star Wealth Manager, 2012, 2015, 2016, 2018

Professional associations

  • National Association of Stock Plan Professionals
  • Financial Planning Association
  • American Bar Association

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.