Team profile


What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, 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.
Get started

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

  • Dave Moritz, Ameriprise Circle of Success, 2006, 2008, 2013, 2022, 2023
  • Escalade Financial Partners, Ameriprise Client Experience Award, 2021-2023
  • Dave Moritz, Ameriprise Ultimate Digital Excellence Award, 2021-2023

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 Regis Jesuit High School, Aurora, Colorado

*Multiple year supporter of Vintage and Vibrant, Douglas County Senior center