Advisor profile


What you can expect when you work with me

 My 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
18
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
  • Executive Compensation and Benefit Strategies
  • Family Finances

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • AWMA℠ Accredited Wealth Management Advisor™
  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC: Chartered Retirement Planning Counselor
  • AWMA: Accredited Wealth Management Advisor
  • Series 7
  • Series 66

Education

  • BA in Economics from University of Washington

Awards & recognition

  • Ameriprise Circle of Success, 2014-2015
  • Ameriprise Client Experience Award, 2020

Professional associations

  • Clark County Food Bank

Previous experience

  • Advisor at Ameriprise, 2006-2011
  • Associate Manager at Ameriprise, 2011-2013
  • Branch Manager at Ameriprise, 2013-2014

Community participation

  • Oregon Food Bank
  • Junior Achievement Volunteer Teacher

Interests

My wife Amy, son Jake, Daughter Emma, dog Kona, music, golf and helping others get what they want out of life personally and professionally.

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.