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
  • Investments
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
29
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., Nuclear Engineering, 1977

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

Community participation

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

Awards & recognition

  • Ameriprise Client Experience Award, 2020
  • Barron’s Top 1,200 Financial Advisors, 2016 - 2021
  • Financial Times 400 Top Financial Advisers, 2017 - 2020
  • Ameriprise Chairman's Advisory Council, 2006 - 2021
  • Ameriprise Circle of Success, 2006 - 2020
  • Forbes Best-in-State Wealth Advisors, 2018 - 2021
  • Phoenix Business Journal Investment Advisor's List, 2010-2021
  • Five Star Wealth Manager, 2013
  • Ameriprise Hall of Fame, 2010
  • Ameriprise Diamond Ring, 2004

Previous experience

  • Arizona Public Service, 1977-1987

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.