Position:
Business Financial Advsor at Ameriprise Financial Services Inc., Financial Advisor & Advisor Coach at Ameriprise Financial Services Inc., Financial Advisor at Ameriprise Financial
Work:
Ameriprise Financial Services Inc.
since Apr 2010
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Business Financial Advsor
Ameriprise Financial Services Inc.
since May 2004
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Financial Advisor & Advisor Coach
Ameriprise Financial
since 2004
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Financial Advisor
Education:
The University of Texas at Austin 1999 - 2003
BA, Economics
Skills:
Areas of Focus, * Investment Advice, * Income Tax Planning Strategies, * Retirement Planning Strategies, * Small Business, * Protection and Insurance, * Estate Planning Strategies, * Charitable Giving, * Saving for Education, * Asset Allocation
Interests:
New Advisor development, Tennis, Golf, Snowboarding. Travel.
Honor & Awards:
2007 Level II Qualification , 2008 Certified P1 Advisor Coach Certification, 2008 CRPC Designation - Chartered Retirement Planner Counselor Designation