Advisor profile

My approach

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, 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.

Feel confident about your financial future.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Domestic Partner Planning
  • Charitable Giving
  • Estate Planning Strategies
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • MBA in Finance


  • B.A. in Government from Hamilton College in Clinton, NY.
  • M.B.A. in Finance from University of Denver in Denver, CO.


I enjoy spending time with my wife, Molly, and our two kids, Jack and Annie. In my free time I like to golf, ski, hike and enjoy all the activities Colorado has to offer.

Community participation

Participate in the Annual National Day of Service at Care & Share of Colorado Springs, CO.