We strive to be the "financial architects" to our client's lives across multiple generations using a detailed and ongoing comprehensive financial planning process. Our aim is to help affluent and successful clients eliminate the guesswork and uncertainty around their finances, so they can turn professional and personal success into meaningful wealth. As a team, we empower and encourage one another to grow and develop so we can provide top quality and premier service to clients.
close
View Larger
Mike is a proud dad to a brilliant daughter named Alexandra
Accredited Portfolio Management Advisor ℠ / APMA®
Cruz is a mom of 3 amazing children, 2 boys and 1 girl
Savannah is married to a wonderful husband and is a pet mom to 2 beagles and 2 cats
Chad is originally born and raised in Hawaii and moved to the "9th Island" (Las Vegas, Nevada in 1999
Ottilia has visited 17 countries and still planning to explore more
Nicole is originally from South Florida and moved to Las Vegas a few years ago. She is a dog mom to a mini Australian Sheppard.
Nicole has been in the financial industry for 3+ years.
Emilia is a lover of all things theme park and a true adrenaline junkie. Her favorite color is purple and anything Disney. In her free time, she is a personal chef to her Rottweiler, Chico.
Started in the financial industry in 2011
15+ years client service experience
David grew up in the military and lived in several countries and states before graduating and joining the Air Force himself for 4 years. He enjoys spending time on the weekends cooking and enjoying time with friends and family.
Accredited Wealth Management Advisor Designation / AWMA
Behavioral Financial Advisor Designation / BFA
Chartered Retirement Planning Counselor / CRPC
Started with Ameriprise in 2021
FINRA Series 7 - General Securities Representative Examination
FINRA Series 66 - Uniform Combine State Law Examination
Let's meet to discuss what's most important to you.
Please do not submit account or other confidential information via this form.
At Ameriprise Financial, we’re committed to protecting your privacy and online security. To learn more, view our Privacy Notices on the Ameriprise.com Privacy, Security & Fraud Center. We will only use the information you are providing to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts.
Your request has been successfully submitted.
We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us.
Your message was not sent.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Ameriprise Financial cannot guarantee future financial results.
This offer is only valid in the United States.
corporate entities and important disclosures | terms of use | privacy and security center | about email fraud
Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2026 Ameriprise Financial, Inc. All rights reserved.
All fields are required.
When you refer us, the person you refer will receive an email with a link to our website. From there, they can learn more about what it’s like to work with us and reach out for a complimentary initial consultation, if they choose. We will receive your contact’s information and may reach out to them directly.
Your referral will hear from us soon. Feel free to let them know in advance that we will be reaching out.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. Privacy and Security Center, Online Security Guarantee and About Email Fraud.
© 2005 - 2026 Ameriprise Financial, Inc.