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 Income Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Estate Planning Strategies
  • Family Finances
  • Retirement Plan Distribution
  • Sustainable and Responsible Investing
  • Investments
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMASM Accredited Portfolio Management AdvisorSM

Interests

  • I have been married to Misty for 21 years! We have 3 daughters - Our oldest is a freshman at Boise State University. Our middle daughter is a sophomore in high school and our youngest is in 5th grade.
  • If I can find free time, I am on my bike or going for a run.

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2019
  • Financial Times 400 Top Financial Advisers, 2019
  • Ameriprise Circle of Success, 2004 through 2018