Advisor profile


My approach

My clients are busy, successful people. I help them maintain their financial focus so they can pursue the financial goals that are most important to them and their families, both now and in the future.

Financial priorities differ from person to person. They can also differ from year to year. At Ameriprise Financial, we believe it’s important to have a financial plan that’s tailored to your needs and has the flexibility to evolve with you. We take a comprehensive approach to financial planning, based on an ongoing relationship with a financial advisor. That’s how we get to know you personally: your goals, your worries and your dreams. Then we draw on our more than 120-years of history to provide experienced guidance to help you develop a financial plan and to find a broad range of financial solutions to meet your needs. That’s how Ameriprise Financial helps more than two million individual, business and institutional clients1have greater confidence about their financial futures. Life is full of surprises and opportunities. We can help prepare you for what’s next.

1 Company data

Areas of focus

  • Family Finances
  • Domestic Partner Planning
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Charitable Giving
  • Tax Planning Strategies
  • Small Business
21
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
  • CRPC® Chartered Retirement Planning Counselor℠
  • Certified Funds Specialist (CFS)
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • University of Central Florida - Master of Arts

Interests

  • Camping, Golfing, Surfing, Boating, Scuba-diving, Reading

Community participation

  • YMCA Indian Guides Program, Chief
  • Power Promise Organization, Board Member
  • Providing Autism Links & Support (PALS), Board Member

Awards & recognition

  • Ameriprise Circle of Success, 2010 - 2011 - 2012 - 2013 - 2014 - 2015 - 2016 - 2017 - 2018
  • Protect. Grow. Give.® RiverSource Life Insurance Company , 2013

Our Approach

The mission of our practice is to earn and maintain the loyalty of our clients. We strive to do this through consistent communication, diligent financial planning, transparency, informational client events and excellent client service.