Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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

Areas of focus

  • Christian Financial Strategies
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Sustainable and Responsible Investing
  • Small Business
  • Estate Planning Strategies
  • Family Finances
  • Business Retirement Plans


  • CKA® Certified Kingdom Advisor®
  • CLTC® Certified Long Term Care
  • APMA™ Accredited Portfolio Management Advisor™


  • Doctorate in Education, UC Santa Barbara 2008
  • M.S. Business Administration, Boston University 1993

Awards & recognition

  • Ameriprise Circle of Success, 2015, 2017, 2018, 2019, 2020, 2021
  • Ameriprise Client Experience Award, 2023

Community participation

I have a passion for learning and improving the educational opportunities of others in our community and I am grateful for the opportunities that have presented themselves to become involved in the listed organizations.


Outside of work some of my favorite pastimes include traveling with my wife Inda, spending time with our family, motorcycle riding, and reading.

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.