Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Investments

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Washington State University, BA, Cum Laude, Business Finance

Awards & recognition

  • Financial Times 401 Top Retirement Advisers, 2016-2017
  • Ameriprise Circle of Success, 2015
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019-2021
  • Forbes Best-in-State Wealth Advisors, 2021
  • Financial Planning 40 Regional Advisors Under 40, 2020
  • Ameriprise Client Experience Award, 2020

Professional associations

  • Portland Youth Philharmonic 2012-2014

Previous experience

  • Associate Branch Manager at Raymond James, 2004-2009
  • Associate Branch Manager at Symetra Investment Services, 2009-2011

Community participation

Executive Board Member, Evergreen School District Foundation 2012

Interests

I enjoy spending time with family & friends, coaching soccer, skiing and reading.

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.