Advisor profile

My approach

I am passionate about working with clients to help them meet their financial needs and plan for the future. Together we can look at your financial picture, including cash reserves, investments, and your strategies surrounding debt management, protection and tax. I also ask targeted questions and listen closely to your answers. That way, you can feel more confident that the advice I provide aligns with your financial dreams and goals.

38
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
  • Family Finances
  • Estate Planning Strategies
  • Saving for Education
  • Charitable Giving
  • Small Business

Education

  • B.S. Business Administration, California State University, Sacramento, 1984

Awards & recognition

  • Bridge Pointe Financial Group, Ameriprise Client Experience Award, 2020-2023
  • Ameriprise Hall of Fame, 2015
  • Ameriprise Circle of Success, 2005-2017
  • Ameriprise Diamond Ring Club, 2004

Previous experience

  • Financial Advisor, Ameriprise Financial Services, Inc., Lodi, CA, 1986-2015
  • Financial Advisor, Self-Employed, Stockton,CA, 1984-1986

Community participation

  • Founding Member and former President (for 3 years) of GotKids, a foundation supporting Lodi Unified Schools
  • 31-year member of the Lodi Tokay Rotary
  • Past member of the Financial Planning Association
  • Through the Lodi News Sentinel, I wrote a monthly finance column called "Money Talk"
  • Past Member of the Stockton Estate Planning Council
  • Through The Record, I authored the Extreme Money Makeovers for 25 years, organized the FPA call-ins and have been interviewed frequently.

Interests

  • Spending time with my wife and 2 children
  • Snow skiing and vacations in Lake Tahoe and Hawaii with the family
  • My family and I are very involved in the Methodist Church
  • Philanthropy - I believe in giving back to the community

My photos

5 albums
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Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.