Advisor profile


What you can expect when you work with me

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.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Estate Planning Strategies
  • Saving for Education
  • Cash Flow Management Strategies
  • Family Finances
  • Retirement Plan Distribution

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CFS® Certified Fund Specialist
  • ChFC® Chartered Financial Consultant®
  • APMA™ Accredited Portfolio Management Advisor™
  • Certified Financial Planner, CFP
  • Certified Funds Specialist, CFS
  • FINRA Series 7, Series 63, Series 65, Series 66

Education

  • University of Arizona BS, Aerospace Engineering, 1988

Awards & recognition

  • Five Star Wealth Manager, 2020-2024

Professional associations

  • Financial Planning Association of Northern California

Community participation

  • Charity Fall Classic Golf Tournament
  • Toys for Tots Toy Drive
  • Placer Food Bank Can Food Drive

Interests

  • I enjoy trail riding and horse camping with my wife Wendy and friends.
  • I grow my own wine grapes and make homemade wine
  • I am a 2nd degree black belt in Taekwondo and compete across the country where I am a World Champion in Gumdo Sword.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.