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
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

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

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • RICP® Retirement Income Certified Professional®
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Arts, Whittier College

Awards & recognition

  • Five Star Wealth Manager, 2013, 2015-2022
  • Ameriprise Client Experience Award, 2020

Interests

  • Family is my top priority. I love spending quality time with my beautiful wife of 20 years and our three 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 have completed multiple Ironman triathlons, qualified for and run the Boston Marathon and double-traversed the Grand Canyon.