Team profile


Planning for a confident retirement

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Charitable Giving
  • Insurance
  • Social Security Retirement Benefits
  • Employee Stock Options
  • Cash Flow Management Strategies
  • Executive Compensation and Benefit Strategies
  • Saving for Education

Awards & recognition

  • David Moritz, Ameriprise Circle of Success, 2013

Community participation

We are proud to be supporting our community through sponsorship of the following: .

* Ponderosa High School Winter Sports program 2011/2012

* Ponderosa High School Summer Sports program 2012

*Sponsor for the 2011, 2012, 2013 and 2014 Town of Parker Carriage Parade

*Support for Challenge To Excellence Charter School