at 2150 River Plaza Dr, Suite 290, Sacramento, 95833 United States
Associate Financial Advisor and Ameriprise Financial Services, Inc.
13 Years of Experience Qualifications CERTIFIED FINANCIAL PLANNER™ practitioner Series 7, Series 66 and Life and Health Insurance Education BA in Business, California State University Sacramento, 2002-2006 Concentration in Finance and Risk Managent My Approach Ameriprise financial advisors work with busy, hard-working professionals like you who value sound financial planning. We work closely with you to manage multiple goals and handle complex financial situations and recommend ways to protect what is most important to you. The Seasons of Advice®approach is designed to help make managing your financial life easier and more rewarding, while fully re-evaluating your plan each year. Seasons of Advice®focuses on the following four seasons: Goal Tracking Season – We examine your progress, re-evaluate assumptions and possibly re-set goals and priorities for the year. Asset Allocation Season – Incorporating the criteria established in the goal tracking we examine risk tolerance, investment time frame and create an investment strategy for the next twelve months. Mid-Year Reviews - Family, Security and Cash Flow Season – Cash flow is revisited and there is a complete review of estate planning strategies, beneficiary designations and employee benefits, including the annual insurance reviews. Tax Planning Season – We evaluate your investments and provide tax-wise recommendations, plus we can coordinate with your accountant to help you make informed decisions about your investments during the next tax season. Seasonal Client Servicing®is a trade mark of HCA Consulting Inc. Areas of Focus Family Finances Women's Financial Strategies Retirement Planning Strategies Investments CA Insurance #0F38850 Working Together Meeting with an Ameriprise financial advisor is an opportunity to examine your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal. Your meeting will include a review of your existing financial situation and potential strategies. While you won't receive a comprehensive review or financial planning services, you should expect to get a good sense of what it might be like to work together. We’ll use the ongoing Seasons of Advice® model that features four pre-scheduled Seasonal Planning® meetings that help keep you on track. What to bring Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention. A list of dreams and financial goals you would like to achieve and time frame. If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives. Seasonal Client Servicing®is a trademark of HCA Consulting Services, Inc. Interests Rock climbing, camping, cooking, golf, and hiking. Running for charity. I ran my first marathon in 2010. Traveling with my wife. Sign Language. Spending time with friends and family. Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit www.ameriprise.com/social for more important disclosures and information.
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