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
17
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
  • Wealth Preservation Strategies
  • Investment Management
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Cash Flow Management Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • MPAS™ Master Planner Advanced Studies™
  • APMA™ Accredited Portfolio Management Advisor™
  • AWMA℠ Accredited Wealth Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Master of Science in Personal Financial Planning - College for Financial Planning
  • Master of Business Administration - Azusa Pacific University
  • Bachelor of Arts in Business Administration - Azusa Pacific University

Awards & recognition

  • Ameriprise Financial Top Achiever Award, 2014
  • Ameriprise Client Experience Award, 2020 - 2023
  • Ameriprise Ultimate Digital Excellence Award, 2023

Previous experience

  • Associate Finance & Contract Representative, NASA - Jet Propulsion Laboratory, Pasadena, CA, 2009-2010
  • Marketing Research Intern, NBCUniversal Media, LLC, Universal City, CA, 2008-2009
  • Felix Event Center Usher/Crewman, Azusa Pacific University, Azusa, CA, 2007-2008
  • Sales Representative, Alert Cellular, Salt Lake City, UT, 2004-2005

Community participation

  • Best Friends Animal Society
  • Humane Society of Utah
  • Rescue Rovers Dog Adoptions
  • Enactus - Entrepreneurial Action Us (formerly SIFE)

Interests

  • I have the honor of being the sixth member of my family to represent Ameriprise Financial.
  • On the weekends I like to hone my skills as a short track speed skater.
  • I love spending time with my family and friends.
  • I enjoy traveling domestically and abroad.
  • My wife and I have four dogs (Gwen, Mika, Kalla, & Ember) and two very friendly cats (Phantom & Hank).

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.