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
  • Investments
  • Tax Planning Strategies
  • Saving for Education
  • Insurance
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • B.S. in Agricultural Economics from the University of Arizona
  • M.B.A from Webster University

Interests

Golf - favorite courses Yuma Golf & Country Club, Desert Hills

College Sports - University of Arizona

Charity work - Active member of Yuma Rotary Club and Elks Lodge 476

Chasing my two young children

Community participation

Active member of the Yuma Rotary Club since 2001.

YRMC Foundation Board Member. Current chair of the Annual Golf Tournament.

Member of Yuma Elks Lodge #476.

“For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.”

Former chairman of the Yuma, University of Arizona Alumni Golf Tournament.

Ameriprise proudly supports Wounded Warrior Project and Warriors to Work.

Awards & recognition

  • Ameriprise Circle of Success, 2015

Professional associations

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Previous experience

  • Wealthcare Financial, 5.5 Years
  • Zions, 7 Years
  • Wells Fargo Advisors, 2 Years
  • Merrill Lynch, 1 Year