Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Areas of focus

  • Retirement Plan Distribution
  • Investment Management
  • Saving for Education
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Divorce Financial Planning
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Investments
  • Small Business
28
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
  • CDFA®; Certified Divorce Financial Analyst®
  • APMA® Accredited Portfolio Management Advisor℠
  • AWMA® Accredited Wealth Management Advisor℠
  • MPAS℠ Master Planner Advanced Studies℠

Education

  • Bachelor of Science, Finance - California State University San Bernardino
  • Masters Science Personal Financial Planning - College of Financial Planning

Interests

  • I love spending time with my wife and kids.
  • I am an avid European football fan.
  • I've lived in El Dorado Hills since moving here from southern California in 2005.

Community participation

2011 Girls Competitive Soccer Coach - El Dorado Hills Soccer Club

CASA of El Dorado County supporter

Awards & recognition

  • Five Star Wealth Manager, 2021
  • Ameriprise Client Experience Award, 2020
  • Ameriprise Circle of Success, 2020

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.