Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
43
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

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

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • B. A. Sociology, St. Vincent College Latrobe PA

Awards & recognition

  • Five Star Wealth Manager, 2012, 2013, 2015-2017, 2020-2023

Professional associations

  • Financial Planning Association

Community participation

Member - Board of Directors for Angel View. A Nonprofit serving children and adults with disabilities. I have been a longtime supporter of this segment of our population, as far back as my college years and am pleased to be able to serve in this capacity today.

Member- Board of Directors for Project One Cause. A nonprofit organization providing financial aid and educational support for families with children affected by nonfatal drowning and hypoxic/anoxic brain injuries.

Member-U.S. Lighthouse Society- a nonprofit historical and educational organization dedicated to saving & sharing the rich maritime legacy of American lighthouses.

  • Angel View, Cathedral City, CA
  • Project One Cause, La Verne, CA
  • United States Lighthouse Society, Hansville, WA

Interests

  • Enjoy spending time with friends and family.
  • We are boating enthusiasts and love being out on the water.
  • A good book!
  • I also enjoy outdoor photography - especially lighthouses!

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.