Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Investment Management
  • Insurance
  • Christian Financial Strategies
  • Sustainable and Responsible Investing
  • Estate Planning Strategies
  • Charitable Giving
42
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Certified Financial Planner, CFP®
  • Behavioral Financial Advisor, BFA™
  • Certified Investment Management Analyst, CIMA®
  • Certified Fund Specialist, CFS®
  • Registered Financial Consultant, RFC®
  • Certified Kingdom Advisor, CKA®
  • Certified Long Term Care, CLTC®
  • Licenses: Series 6, 7, 24, 63, 65, 66

Education

  • BS: Santa Clara University, cum laude, also, Hillsdale College

Interests

Enjoy reading, traveling, writing, public speaking, fishing, yoga, and skiing.

Community participation

Tucker and Margaret, with Larry Arnn, the President of Hillsdale College
Tucker and Margaret, with Larry Arnn, the President of Hillsdale College

Awards & recognition

  • Ameriprise Hall of Fame, 2015
  • Ameriprise Chairman's Advisory Council, 2014-2015
  • Diamond Ring Award recipient, 2004
  • Ameriprise Circle of Success, 2015-2020
  • Protect. Grow. Give.®, RiverSource Life Insurance Company , 2013
  • Five Star Wealth Manager, 2019

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.