Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Insurance
  • Small Business
  • Employee Stock Options

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • BBA, Business & Economics Minor - James Madison University, Harrisonburg, Virginia

Awards & recognition

  • Ameriprise Client Experience Award, 2020-2021

Community participation

  • Ronald McDonald House Charities of Denver, Inc.
  • Blue Star Mothers of America, Inc.
  • I fulfill various volunteer positions for the Regis High school hockey team and the city of Parker
  • I annually sponsor a team for the Parkinson's Walk in Denver
  • Ameriprise proudly supports Wounded Warrior Project and Warriors to Work

Interests

  • Enjoy spending time in the Outdoors
  • Watching my boys play Ice Hockey
  • Skiing and Colorado High Country