My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Financial Planning for Small Business
  • Tax Planning Strategies
  • Domestic Partner Planning
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Intergenerational Planning

Education

  • B.S., Finance and Economics | Southern Methodist University (SMU), Dallas, TX

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018-2026
  • Ameriprise Circle of Success, 2012-2025
  • Ameriprise Circle of Success Diamond Ring, 2023
  • Olympic Wealth Advisors, Ameriprise Client Experience Award, 2021-2022

Professional associations

  • Financial Planning Association

Interests

  • I enjoy taking my boat out on the weekends in Marina del Rey
  • As a fellow Texan, I like to think I can prepare a mean BBQ!
  • I love traveling. Every year I enjoy getting together with my entire family to our cabin in Priest Lake, Idaho.
  • I recently found pleasure in gardening, realizing I might have a green thumb after all :)

My photos

2 albums
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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.