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
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Investments
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
15
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

  • Bachelor of Arts, Whittier College

Interests

  • Family is my top priority. I love spending quality time with my beautiful wife of 15 years and our three young children.
  • I value the importance of community involvement and volunteer with a number of local and national organizations.
  • I hone my leadership skills, faith and fitness through a group called F3 (Fitness, Fellowship & Faith). I am F3 Nation's Smokey.
  • Setting ambitious goals and striving to achieve them keeps me healthy and engaged in all aspects of my life. I recently qualified to run the Boston Marathon in 2018 and am training for a Half Ironman in 2017 and a Full Ironman in 2018.

Community participation

  • Volunteer and Sponsor, American Cancer Society Relay for Life
  • Volunteer, Loaves & Fishes Food Pantry, Huntersville
  • Volunteer and Sponsor, Lake Norman Community Sailing
  • Volunteer and Sponsor, Whittier Area First Day Coalition
  • Volunteer and Sponsor, The Whole Child
  • Sponsor, Susan G. Komen
  • Sponsor, St. Jude Children's Research Hospital
  • Sponsor, AVON Walk for Breast Cancer
  • Sponsor, Special Olympics
  • Sponsor, Leukemia & Lymphoma Society
  • Sponsor, ALS Association
  • Contributing Member, John Greenleaf Whittier Society
  • Board Member, Whittier College Alumni Association (2010-2013)

Awards & recognition

  • Five Star Wealth Manager, 2013, 2015-2020
  • Ameriprise Client Experience Award, 2020