Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
27
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
  • Retirement Income Strategies
  • Investment Management
  • Cash Flow Management Strategies
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Saving for Education
  • Intergenerational Planning
  • Insurance

Awards & recognition

  • Ameriprise Client Experience Award, 2020, 2022
  • Ameriprise Ultimate Digital Excellence Award, 2022

Community participation

Scholarship Donor, Lucerne Valley Academic and Vocational Scolarship Fund - 2008 through present

“For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.”

Interests

  • Family is my center. I am blessed with a beautiful wife for more than 38 years, 3 talented and loving children, a greatly loved daughter-in-law and son-in-law, and 4 beautiful grandkids. I greedily welcome their company and am enamored with their presence. My family will always be my first love.
  • "Music is what feelings sound like." My lifelong obsession with writing, playing, and listening to music of all types is a persistent companion every day that I breathe.
  • Racing is a passion and I love NASCAR and pretty much anything with wheels and a checkered flag.
  • Exploring this vibrant desert and learning of it's secrets is a joyful pastime.

My photos

1 albums
close