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
  • Retirement Planning Strategies
  • Small Business
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Family Finances
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • FINRA Series 7 and 63 licensed

Education

  • University of Minnesota, Minneapolis, MN
  • Culinary Institute of America, Hyde Park, NY
  • Golden Gate University, San Francisco, CA.

Interests

  • I'm a Bay Area sports fan.
  • I enjoy reading, cooking, and traveling with my family.
  • I am married and have three sons and two daughters.
  • I also am active in the local and international church.
  • I enjoy watching my boys play rugby, football, and volleyball, as well as watching my girls do cheerleading.
  • I support my children's schools and the communities where I live and work.

Community participation

Sponsor and volunteer of World Vision

Sponsor and volunteer for Habitat For Humanity

Sponsor of Compassion International

Sponsor of the annual Roll and Shoot with Bay Area Outreach & Recreation Program

Sponsor of International Rescue Committe

Sponsor and Volunteer for Friends Feeding Friends in Concord

Supporter and Benefactor for Meals on Wheels of Contra Costa's

“For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.”

Awards & recognition

  • Ameriprise Hall of Fame, 2017
  • Ameriprise Chairman's Advisory Council, 2010 - 2017
  • Ameriprise Diamond Ring Club , 2010
  • Ameriprise Circle of Success, 2003 - 2014

Professional associations

  • Christian Franchise Advisor Network