Advisor profile


My approach

A comprehensive financial planning approach entails looking at and advising clients on aspects of their lives that relate to their finances. This includes net worth, cash flow allocation, insurance planning, investments, tax planning strategies, estate planning strategies, and other important topics. In the financial planning process, goals are identified and planned for using efficient methods. I ask many questions to make sure I have a clear understanding of what's important to you and why it’s important. Specific recommendations are made and a plan is created to help you pursue your stated goals. Since life is dynamic, we meet regularly, review your progress, and update strategies as your situation changes or as changes occur within the world around us.

19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Investments
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Bachelor of Arts in Business Economics, UC Santa Barbara
  • Bachelor of Arts in Communication, UC Santa Barbara

Awards & recognition

  • Ameriprise Circle of Success, 2006-2008, 2010-2021
  • Ameriprise Chairman's Advisory Council, 2022
  • Ameriprise Circle of Success Diamond Ring, 2019
  • Ameriprise Client Experience Award, 2022

Community participation

I have a passion for coaching youth athletics. I coach local youth teams in flag football, baseball, and basketball.

Interests

I'm a huge sports fan. I grew up playing lots of sports - football, baseball, basketball, tennis, wrestling, and soccer. I played 13 years of organized tackle football, ranging from Pop Warner to a semi-professional league. I still regularly play football, basketball, and softball. I'm a big believer in physical fitness and the importance of living an active and healthy life.

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.