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
  • Investment Management
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Business Retirement Plans
26
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.