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.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Investments
  • Insurance
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CFS® Certified Fund Specialist
  • CRPC® Chartered Retirement Planning Counselor℠

Education

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

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.

Community participation

Ameriprise proudly supports Wounded Warrior Project and Warriors to Work.

Awards & recognition

  • Ameriprise Circle of Success, 2006-2018

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.