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

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
19
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℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelor of Science- Business Finance - Oregon State University - 1999/2003

Interests

  • Non-Proft work. Volunteering at our Community Church
  • Golfing, Biking and Hiking
  • Traveling abroad with my wife and family
  • Sports and fitness including basketball and strength training

Community participation

  • Dave Ramsey's - Financial Peace University Facilitator
  • Treasurer - Cascade Alumni Club of Oregon State University 2008-2012

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2021
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Forbes Top Next-Generation Wealth Advisors, 2018
  • Ameriprise Circle of Success, 2011-2018

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.