Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
30
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
  • Investment Management
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Charitable Giving
  • Social Security Retirement Benefits
  • Domestic Partner Planning
  • Intergenerational Planning
  • Insurance
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Investments
  • Sustainable and Responsible Investing
  • Executive Compensation and Benefit Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Series 7, Series 63, Series 24
  • Life, health and accident insurance

Education

  • BS Bachelor of Science, Finance, Elon College, Burlington, NC. 1993

Community participation

Arizona Hemophilia Association

National Multiple Sclerosis Society

American Cancer Society

Interests

I enjoy spending time with my family: my wife Theresa, to whom I have been married since 2000, and our two lovely girls, EvaMarie and LillyAnna. (Eva was born in 2009 and Lilly was born in 2013.) We love to travel as a family, and we do make our annual pilgrimage to Disneyland, though I am not sure who gets more excited about that, my wife or my daughters. I also enjoy mountain biking. I have biked all over the state of Arizona, but my favorite place to bike is Moab.

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.