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

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

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

Education

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

Interests

  • Tennis
  • Scuba Diving
  • Baseball - Diamondbacks season ticket holder
  • Ongoing volunteer work in Honduras

Community participation

  • Clinica Esperanza, Honduras - Board Member
  • Glendale Chamber of Commerce - Member

Awards & recognition

  • Barron’s Top 1,200 Financial Advisors, 2016 - 2020
  • Financial Times 400 Top Financial Advisers, 2017-2020
  • Ameriprise Chairman's Advisory Council, 2006 - 2019
  • Ameriprise Circle of Success, 2006 - 2017
  • Forbes Best-in-State Wealth Advisors, 2018-2020
  • Five Star Wealth Manager, 2013
  • Ameriprise Hall of Fame, 2010
  • Ameriprise Diamond Ring, 2004