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

Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Retirement Income Strategies
  • Investments
  • Small Business
20
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
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • BS, Industrial Engineering, Northwestern University, Evanston, IL
  • MBA, Finance, Columbia University, New York, NY

Interests

  • I enjoy the varied activities of my 4 children
  • I am an avid tennis player and compete at a 4.5 level
  • Snow skiing is one of the reasons I live in Colorado
  • Music has always been important to me

Community participation

  • Member, Entrepreneurs' Organization
  • Volunteer Teacher, Junior Achievement
  • Member, NU Club of Colorado
  • Denver Business Series
  • 2008 Affiliate Faculty, Finance Department, Metropolitan State College of Denver

Awards & recognition

  • Ultimate Digital Excellence Award, 2021
  • Forbes Best-in-State Wealth Advisors, 2018 - 2021
  • Five Star Wealth Manager, 2012 - 2021
  • Diamond Ring Qualifier, 2020
  • Ameriprise Client Experience Award, 2020 - 2021
  • Ameriprise Circle of Success, 2009 - 2021
  • Ameriprise Chairman's Advisory Council, 2015

Professional associations

  • Financial Planning Association

Honored to receive recognition

I’m honored to announce that I have received the Ameriprise Client Experience Award. This status is earned through demonstrated excellence in client service. While it’s my name on this award, it would not have been possible without the continued trust clients like you and a team that’s dedicated to providing the best possible service.

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.