You work hard for your money. I'll develop strategies to make sure its working hard for you. I advise my clients on the issues that matter most to them: a good education for their children, a comfortable retirement and protecting their families. I'll work one-to-one with you to identify your short and long-term goals, then supply the knowledge and advice you need to help you feel confident that you're making informed financial decisions for your family's future.
Financial priorities differ from person to person. They can also differ from year to year. At Ameriprise Financial, we think it's important to...[more]
You work hard for your money. I'll develop strategies to make sure its working hard for you. I advise my clients on the issues that matter most to them: a good education for their children, a comfortable retirement and protecting their families. I'll work one-to-one with you to identify your short and long-term goals, then supply the knowledge and advice you need to help you feel confident that you're making informed financial decisions for your family's future.
Financial priorities differ from person to person. They can also differ from year to year. At Ameriprise Financial, we think it's important to have a financial plan that's tailored to your needs and has the flexibility to evolve with you. We take a comprehensive approach to financial planning, based on an ongoing relationship with a personal advisor. That's how we get to know you personally: your goals, your worries and your dreams. Then we draw on our more than 110-year heritage to provide experienced guidance to help you develop a financial plan and to find a broad range of financial solutions to meet your needs. That's how The Personal Advisors of Ameriprise Financial help over two million people feel greater confidence about their financial futures. Life is full of surprises and opportunities. We can help prepare you, Get to What's next.(R)
Areas of Focus:
- Investment Advice
- Retirement Planning Strategies
- Saving for Education
- Asset Allocation
- General Financial Planning
Business Experience:
- 1999 to present: Financial Advisor, Ameriprise Financial Services, Inc., Seattle, WA
- 1996-1998: Financial Advisor, PFS Investments, Salt Lake City, UT
- 1996-1998: Financial Advisor, WMA Securities, Inc., Salt Lake City, UT
Designations and Degrees:
- CERTIFIED FINANCIAL PLANNER(tm), professional
- BA, 1998: University of Utah, Salt Lake City, UT
Disclosure:
- An Ameriprise-associated financial advisor franchise.
- I am licensed and registered to conduct business in WA. Based on licenses and registrations I hold, I may also conduct certain business in CA, DC, FL, HI, ID, MT, UT.
- CA Insurance License #OD13032
Ameriprise Financial Services, Inc. offers financial advisory services, investments, insurance and annuity products. RiverSource(R) products are offered by affiliates of Ameriprise Financial Services, Inc., Member FINRA and SIPC. [less]