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

Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Business Retirement Plans
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Ameriprise advisor since 1994
  • District Manager, 1997 - 1999
  • Branch Manager 2000 - 2003
  • Certified Financial Planner CFP®
  • Chartered Financial Consultant ChFC®
  • MBA, University of Colorado, Denver. 1992.
  • BA, Western State College, 1986

Education

  • MBA from University of Colorado, Denver- 1992
  • Western State University with a BA graduating in 1986

Interests

  • I attend the Jack Quinns Running club regularly.
  • I compete in triathlons, and various running events.
  • International travel is one of my favorite things to do.
  • I am currently working on climbing all of the Fourteeners.

Community participation

  • We organize and sponsor an annual event called Holidays for Hope that raises money for the Empty Stocking Fund in the Pikes Peak region. It benefits 30 non-profits that help people in crisis in our community. This is our eighth year, and we have become the largest single fundraiser for the Empty Stocking Fund. In 2016 we raised about $26,000 for our community.
  • I sponsor a flower bed in downtown Colorado Springs, at Cascade and Pikes Peak. My wife Sharon and I maintain it, and one day maybe we will win the Golden Trowel Award!
  • I adopted a section of the Santa Fe Trail downtown, between Bijou and Uintah Streets.

Awards & recognition

  • Colorado Springs Magazine Top 50 Financial Advisors in Colorado Springs, 2020
  • Ameriprise Client Experience Award, 2020

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.