The advisor listed is an Ameriprise financial advisor in Scottsdale. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. I offer a personal approach to help clients plan for financially fulfilling lives, especially in their retirements. This approach is grounded in a personal, collaborative, on-going relationship of principle-based advice. Step one is listening to and understanding their values and priorities. Step two is providing solutions and empowering their decision making. Step three is executing the implementation and reviewing the progress of their plan. For 19 years, I've helped families plan for their dreams of educating the next generation, dream vacations, quality retirement and wealth preservation. I hold the CERTIFIED FINANCIAL PLANNERTM, Chartered Financial Consultant® and Chartered Life Underwriter® certifications and complete continuing education programs on a regular basis to maintain them and to stay up to date on changes in the industry. By working together, I strive to help clients plan for a sense of financial confidence.