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

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Small Business
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Family Finances
26
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

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.