We’re a team dedicated to providing thoughtful, personalized financial guidance that helps grow and preserve wealth over the long term. We take the time to understand each client’s goals and values, building lasting relationships based on trust and care. By offering clear guidance, comprehensive planning, and ongoing support, we help clients feel more confident in their decisions today while preparing for a secure and meaningful future. Our goal is to simplify complexity, provide reassurance, and create strategies that endure for generations, so clients can focus on what matters most with more peace of mind.
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Originally from Las Vegas, NV, I now live in Roanoke, TX. I joined Ameriprise in 1993, where I developed strong leadership skills and built high-performing teams. I’ve held various roles, including Field Vice President for the LA Market Group. In my current role, my focus is to enhance efficiency while supporting our strategic goals. Outside of work, I cherish time with my wife Debi, our 6 children, and 16 grandchildren.
CERTIFIED FINANCIALPLANNER™ practitioner
BS, Business Administration, University of Nevada - Las Vegas
I graduated from the University of St. Thomas with a degree in marketing and communications. In my current role, my focus is to create innovative strategies that drive growth and foster meaningful connections with our clients. I value innovation, collaboration, and continuous learning in my work. Outside of work, I enjoy time with my family, exploring Minnesota's lakes and cheering for the Vikings and Timberwolves.
BA, Marketing and Communications, University of St. Thomas, St. Paul, MN
BBA, Marketing, University of North Texas
BBA, University of Phoenix
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