Advisor profile

Envision your retirement

No two retirements look the same. What will yours be like? The Ameriprise® Retirement Profiles quiz can help you identify the lifestyle that may bring you fulfillment in retirement. Just answer a few simple either/or questions to discover if you’re an Explorer, Nurturer, Creator, Connector or Doer.

4
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Cash Flow Management Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Insurance
  • Investments

Education

  • Bachelor of Science, Geography, Brigham Young University, Provo, Utah

Awards & recognition

  • VisionaryWealth, Ameriprise Client Experience Award, 2020 - 2021 - 2022 - 2023 - 2024
  • Ameriprise Ultimate Digital Excellence Award, 2023

Community participation

Volunteering at the St. Helen's Outreach Food Pantry 2024
Volunteering at the St. Helen's Outreach Food Pantry 2024

Interests

Some of my passions include:
1. Family: Spending quality time with my wife Jacki, daughter, Ava, and son, Beau. We love spending time doing outdoor activities together and trying out new restaurants for date nights.

2. Faith: My family and I lead a faith-based life and an enjoy participating and being involved in our church.

3. Sports: I love to play golf and am an avid Dallas Cowboys as well as Manchester City fan.

4. Food: Nothing is better than an ice-cold Root Beer and grilled cheeseburger to top off a great day.

My photos

1 albums
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