Team profile

Build confidence in your financial future

Do you know where your financial future stands? Ameriprise’s 3-Minute Confident Retirement ® check can help you gauge your retirement readiness and see how your financial confidence compares to others. Let’s talk about how I can help you set and reach your financial goals for today and tomorrow.

To get started, request a complimentary initial consultation.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Domestic Partner Planning
  • Investments
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Insurance
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Financial Strategies for LGBTQ Couples and Families

Awards & recognition

  • Carl Hafen, Five Star Wealth Manager, Washington state, 2022-2024
  • Capitol Hill Wealth Management, Ameriprise Client Experience Award, 2020-2023

Community participation

Seattle Men's Chorus and Seattle Women's Chorus

Capitol Hill Chamber of Commerce

Northwest Harvest - Ameriprise National Day of Service

Our photos

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