Team profile

Personalized financial and investment strategies

Let us help you build and preserve your wealth with a personalized investment strategy. With our experience providing ongoing financial advice and asset management strategies, we can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. Our goal is to prepare your portfolio to meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Insurance
  • Tax Planning Strategies
  • Saving for Education
  • Business Retirement Plans
  • Intergenerational Planning
  • Family Finances

Awards & recognition

  • Lester, Karpow, Dyer & Associates, Ameriprise Client Experience Award, 2020

Community participation

St. Mary's Food Bank

The San Diego Blood Bank

The Neonatal Research Institute

Miracle Babies

Annunciation Catholic School

Scottsdale Cal Ripken Baseball League