Advisor profile


What you can expect when you work with me

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.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
29
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
  • Investments
  • Family Finances
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies

Qualifications

  • ChFC® Chartered Financial Consultant®

Education

  • Bachelor of Arts in Business Administration, Azusa Pacific University, 1995
  • Chartered Financial Consultant designation, The American College, 2004

Awards & recognition

  • Ameriprise Circle of Success, 2012, 2014-2017, 2019-2021
  • Five Star Wealth Manager, 2013-2023

Community participation

Served as board chair for Stillpoint Family Resources, a non-profit that supports the Special Needs community

Served as a baseball coach for Westlake Baseball Association youth sports league

Served as a basketball coach for Conejo Youth Basketball Association youth sports league

Served as a football coach for Conejo Youth Flag Football Association youth sports league

Served as a volunteer for special events at Westlake Elementary School

Annual volunteer for Food Share, a community organization providing food for the poor

Serve in various leadership and volunteer roles at Calvary Community Church

Interests

  • I enjoy reading books about history, baseball, and finance
  • I play tennis 2-3 times per week
  • I play multiple musical instruments, sing, have recorded and toured as a musician during college
  • I love being a dad to my 3 children and being married to my wife of 25 years
  • I have completed 2 olympic-distance triathlons

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.