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
  • Investments
  • Insurance
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Cash Flow Management Strategies
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7, Series 31, Series 63 and Series 65 Licensed
  • Insurance Licensed in AZ, CA, IL, NJ, PA, and TX

Education

  • B.S. in Industrial Engineering, New York Institute of Technology

Interests

I enjoy spending time with my wife, Angee, and our family. We adopted German Shepherd puppies and enjoy being active with them hiking throughout Arizona. Angee and I also enjoy traveling; we have recently traveled to Hawaii, British Columbia, London, Austria, the Bavaria region of Germany, and all over the U.S. taking in the local culture, food, museums, history, and arts.

Community participation

*St Mary's Food Bank

*Hospice of the Valley

*Arizona Scholarship Fund

*ChildHelp USA

*Arizona Animal Welfare League

*Saving Paws Rescue of Arizona

Awards & recognition

  • Ameriprise Circle of Success, 2014-2018
  • Ameriprise Client Satisfaction Score , 2014