Team profile


The advantages of working together online

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for clients to collaborate with us, any time from any device. In one secure, convenient online space, you can:

  • Track your goals and progress
  • Connect and share information with us
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at ameriprise.com or contact us for help getting started.

Contact us

Areas of focus

  • Estate Planning Strategies
  • Investments
  • Retirement Planning Strategies
  • Charitable Giving
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Insurance
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Community participation

WSU Alumni Association

Weber State University

July 2006 - June 2012

Wildcat Club

Weber State University

July 2000 - June 2006

Board of Trustees

Weber State University

July 2010 - June 2011

WSU Athletic Board

Weber State University

2004, 2009 - 2010

American Cancer Society

Weber County Relay for Life

2016
  • Volunteer for the Utah Food Bank
  • Contributor to the Ameriprise SLC Holiday Giving Campaign