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
  • Investments
  • Tax Planning Strategies
  • Saving for Education
  • Insurance
22
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 Client Experience Award, 2020
  • Ameriprise Circle of Success, 2020

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

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.