Advisor profile


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  • Track your goals and progress
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41
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Small Business
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Insurance
  • Investments
  • Charitable Giving
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • CAP® Chartered Advisor in Philanthropy®
  • FINRA Series 7, Series 24, Series 63

Education

  • Northwood University, BBA in Accounting/Business Management, 1984

Awards & recognition

  • Barron’s Top 1,200 Financial Advisors, 2025
  • Barron’s Top 100 Independent Financial Advisors, 2024
  • Ameriprise Chairman's Advisory Council, 2010 - 2023
  • Ameriprise Diamond Ring Club, 2006
  • Ameriprise Circle of Success, 1989, 1991-1993, 2001-2022
  • Ameriprise Hall of Fame, 2013
  • Five Star Wealth Manager, 2017-2025

Honored to be recognized in Barron’s

My team and I are committed to helping our clients achieve their financial goals with more confidence, both today and tomorrow. Barron’s has recognized this dedication by including me on their 2025 Top 1,200 Financial Advisors list. I’m honored, and I’d like to thank my hard-working team and our loyal clients for making this recognition possible. I look forward to continuing our work together!

Community participation

  • Placer SPCA Board President
  • Placer SPCA Planned Giving Committee Member
  • Sutter Roseville Medical Center Foundation - Planned Giving Committee Member
  • Invest In Others Lifetime Achievement Honorable Mention, 2022

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.