Your investment strategies

Are you looking for a solid, yet strategic investment strategy that helps to build and protect wealth? With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to strengthen your portfolio’s potential and suit your risk tolerance. I’ll regularly review your portfolio and will offer new strategies as your life changes and the market goes up and down. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life.

Honored to be recognized in Forbes

I’m honored to have been named to the Forbes Best-in-State Wealth Advisors list for 2019. It’s awarded to advisors who provide clients with a high-quality experience and lead the way in the industry. My No. 1 priority is delivering personalized financial advice to help my clients achieve their goals. I’d like to thank my clients for your trust and for the opportunity to continue working together.

24
Years of Experience ?

My Photos(4 photo albums)

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My Videos(8 videos)

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Why beneficiary designations matter
Why beneficiary designations matter

Did you know the beneficiaries named on your retirement accounts override those named in your will? Learn how to ensure your assets are distributed as you intend while avoiding probate court. (2:23)

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Smart charitable giving from your IRA
Smart charitable giving from your IRA

Learn how you could make a donation from your IRA using a Qualified Charitable Distribution (QCD), to support your favorite charity, while also receiving tax benefits. (2:14)

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My Story
My Story

Learn my approach to helping you reach your dreams and goals (1:43)

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Rolling over your 401(k) while you’re working
Rolling over your 401(k) while you’re working

When you turn 59½, you may be able to roll over some of your 401(k) while you continue to work. This option may allow you to select from a wider range of investment options that could help reduce risk (2:01)

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Tax diversification: How to keep more of your money
Tax diversification: How to keep more of your money

Learn how you can keep more of the money you've earned by ensuring your investments are as tax efficient as possible. These 3 tax diversification strategies can work together to help you gain control. (3:29)

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Be Brilliant | Ameriprise Financial Commercial | “Trust”
Be Brilliant | Ameriprise Financial Commercial | “Trust”

The best relationships are built on trust. Developing a long-term relationship with an advisor who understands your goals and provides comprehensive advice can help you feel confident your financial future is secure. Visit ameriprise.com/brilliant. (0:30)

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Ramping up your savings for retirement
Ramping up your savings for retirement

If your income is too high to be eligible for a Roth IRA, we may have an option for you—it’s called a 401(k) to Roth IRA conversion and it may be just the thing you need for increased savings and tax- (2:39)

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Plan for passions
Plan for passions

Life insurance provided comfort for James and Emily Hiter when life took an unexpected turn. Their only regret is missing the opportunity to use it to help leave a legacy. (4:06)

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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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2019 market outlook

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)