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

  • Investments
  • Retirement Income Strategies
  • Retirement Planning Strategies
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 3, 7, 63 and 65 Licensed

Education

  • Arizona State University - BA in Business and Accounting

Interests

I enjoy travelling, cooking and playing golf.

I participate in therapy dog programs with my wife and daughter.

My daughter is a high school freshman who is very active and successful in the show dog world.

My son is a freshman in the Barrett Honors College at Arizona State University

My wife owns and operates Sunshine School for Dogs and does obedience and therapy dog training.

Community participation

  • Therapy Dogs
  • La Casa de Cristo Lutheran Church

Professional associations

  • President - Speech & Debate Booster Org Paradise Valley H.S.
  • Vice President - P.T.O. Paradise Valley High School

Previous experience

  • Citigroup Gloabal Markets, Inc., Finacial Advisor, 1993-2009
  • Lehman Brothers, Inc., Financial Advisor, 1988-1993
  • Merrill Lynch, Pierce Fenner & Smith Incorporated, Financial Advisor, 1985-1988