Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Investment Management
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Business Retirement Plans
  • Social Security Retirement Benefits
  • Executive Compensation and Benefit Strategies
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Interests

I enjoy staying active; on the weekends you can find me playing tennis with my wife, or on occasion, on the golf course. If I’m not playing a sport, I typically have a guitar in hand. Beyond that, I enjoy traveling, snow skiing and scuba diving.

Community participation

Currently, I am an active member of Legatus and the Knights of Columbus. I lead a contemporary worship band and play weekly for Christians in Commerce Mesa Chapter.

Awards & recognition

  • Ameriprise Circle of Success, 2017

Professional associations

  • Desert Mission Food Bank