Advisor profile


What you can expect when you work with me

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.

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37
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
  • Estate Planning Strategies
  • Investments
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CPA Certified Public Accountant

Education

  • University of Arizona, B.S., Nuclear Engineering, 1977

Awards & recognition

  • Barron’s Top 1,200 Financial Advisors, 2016-2022
  • Forbes Best-in-State Wealth Advisors, 2018-2022, 2024
  • Financial Times 400 Top Financial Advisers, 2017-2020
  • Affirm Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Affirm Wealth Advisors, Ameriprise Client Experience Award, 2020-2023
  • Affirm Wealth Advisors, Investment News Best Places to Work for Financial Advisors, 2024
  • Affirm Wealth Advisors, Phoenix Business Journal Best Places to Work, 2023
  • Affirm Wealth Advisors, Phoenix Business Journal Book of Lists - Investment Advisors, 2010-2023
  • Ameriprise Chairman's Advisory Council, 2006-2022
  • Ameriprise Circle of Success, 2006-2021
  • Ameriprise Circle of Success Diamond Ring, 2004
  • Ameriprise Circle of Success Hall of Fame, 2010
  • Five Star Wealth Manager, 2013

Previous experience

  • Arizona Public Service, 1977-1987

Honored to be recognized in Forbes

My team and I are committed to helping our clients achieve their financial goals, both today and tomorrow. Forbes has recognized this dedication by including me on their 2024 Best-in-State Wealth Advisors list. I’m honored, and I’d like to thank my hard-working team and our loyal clients for making this recognition possible. I look forward to continuing our work together!

Community participation

  • Peoria Chamber of Commerce, Member
  • Clinica Esperanza, Honduras, Board Member

Interests

  • Collecting Rock N' Roll Memorabilia
  • Attending Concerts
  • Playing Guitar
  • Tennis
  • Scuba Diving
  • Reading on the beaches of Roatan
  • U of A Wildcats Football, Basketball, and Baseball, season ticket holder
  • Volunteer work in Honduras

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.