Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Charitable Giving
  • Small Business
19
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

Education

  • Babson College - Bachelor of Science, Finance and Statistics, 2003

Interests

Like many of my clients, family is my focus — and the reason I work as hard as I do. After graduating from Babson College, I married my wife Dana and we moved back to California so that we could be closer to our families. We have three adventurous little boys, Maxwell, Wyatt and Everett, along with a pair of dogs to keep them busy.

I’m a competitive person who enjoys playing tennis, cycling and golf. A growing interest in wine parallels my work, as both benefit from careful planning and patient aging. We also love spending time together outdoors as a family in Southern California’s beautiful parks and beaches.

Community participation

  • Webb School of California Planned Giving Advisory Council and Alumni Council

Awards & recognition

  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Five Star Wealth Manager, 2014
  • Ameriprise Circle of Success, 2006- 2008, 2011-2013