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

  • Investment Management
  • Business Retirement Plans
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Intergenerational Planning
  • Executive Compensation and Benefit Strategies
  • Saving for Education
  • Small Business
  • Wealth Preservation Strategies
  • Insurance
22
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
  • CIMA® Certified Investment Management Analyst®

Education

  • Arizona State University, BA, Finance, Tempe, Arizona

Interests

Most of my time outside of the office is spent with my wife and 3 kids. We are enjoying the college search process with my oldest two while visiting universities up and down the western half of the US. Our youngest keeps us busy with her competitive travel soccer team and dance programs. All of us love the outdoors and enjoy vacation time in Colorado, Southern California and Rocky Point. I also mountain bike and on occasion get to the golf course with friends.

Community participation

I co-founded and am the past president of the Phoenix Rising FC North Valley soccer club that now serves over 200 families. We founded the club with the belief that competitive sports offer a foundation for young athletes to learn life skills such as leadership, team work and commitment.

I joined the TGen Ambassador program to support the scientists and programs making a positive difference in so many lives for patients diagnosed with cancer, neurological disorders and rare diseases. Learn more at: https://www.tgen.org.

We also support Barb's Animal Rescue, The Burn Foundation and our local schools.

Awards & recognition

  • Five Star Wealth Manager, 2013, 2016

Professional associations

  • Certified Financial Planning Association
  • Investments and Wealth Institute

Previous experience

  • Wells Fargo Advisors, Senior Vice President of Investments, 10 years (April 2009 - November 2018)
  • UBS Wealth Mangement, Vice President of Investments, 8 years (May 2001 - April 2009)
  • Merrill Lynch, Financial Advisor, 3 years (June 1998 - May 2001)

My office is open

I remain committed to serving clients. I am available to meet by phone or online and will continue to hold all client meetings as scheduled. The health and wellbeing of our clients is a top priority. Please take care of yourselves and those around you.