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.

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18
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 Plan Distribution
  • Investments
  • Retirement Income Strategies
  • Insurance
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Series 7 - General Securities Representative Examination
  • Series 31 - Futures Managed Funds Examination
  • SIE - Securities Industry Essentials Examination
  • Series 66 - Uniform Combined State Law Examination

Education

  • Weber State University Bachelor of Science (BS), Accounting 1999-2001

Awards & recognition

  • Ameriprise Circle of Success, 2018, 2019, 2020, 2021, 2022, 2023
  • Gardner Financial Group, Ameriprise Client Experience Award, 2020, 2021, 2022, 2023

Previous experience

  • Financial Advisor, Morgan Stanley, December 2008-February 2014
  • Financial Advisor, UBS Financial Services, October 2006-December 2008
  • Pension Administrator, Advanced Retirement Consultants, October 1999-October 2006

Interests

One of the reasons I chose this field as a profession is because I enjoy working with people and building relationships. Most of my free time is spent with my family, working in my garden, and cheering for UCLA. I have enjoyed coaching my sons in football and basketball and watching my daughters dance. I have always been involved in coaching and spent 10 years as the head boys basketball coach at Kaysville Jr. High and 12 years as an assistant basketball coach at Davis High School.

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.