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My Approach

Ameriprise Private Wealth advisors know that affluence is about more than just money. It’s a way for you to live the life you’ve always imagined and to accomplish the things you’ve dreamed about. We also know that wealth brings responsibility and complexity. Just as you’ve worked hard to reach a level of affluence and comfort in your life, you now need to manage and protect all that you’ve achieved.

Private Wealth Advisors have extensive experience helping clients like you deal with the complexities of wealth. We work closely with you to explore the full range of opportunities your wealth can bring, and advise you on the best strategies for harnessing its potential throughout your life. Depending on your particular situation, we offer sophisticated financial solutions that can help you:

  • Provide for future generations
  • Give to causes you care about
  • Preserve your wealth so that you can maintain your lifestyle throughout retirement

This level of attention and experience is something you can only get from a highly experienced professional who specializes in fulfilling the needs of wealthy clients like you.

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Interests

  • Enjoys family, pets, friends, golf, theater and travel.

Community Participation

  • Placer SPCA past Board President & past Board Member
  • Placer SPCA Planned Giving Committee Chair
  • Eureka Schools Foundation
  • Bruce Kaye Brain Tumor Foundation
  • Sutter Roseville Medical Foundation, past Board Member and Planned Giving Committee Chair

Areas of Focus

  • Charitable Giving
  • Employee Stock Options
  • Retirement Planning Strategies
  • Small Business
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Saving for Education

Experience

Awards & Recognition

  • Ameriprise Chairman's Advisory Council, 2009 - Present
  • Ameriprise Diamond Ring Club, 2007 - Present
  • Ameriprise Circle of Success, 1999 - Present
  • FIVE STAR Best in Client Satisfaction Wealth manager in Sacramento Magazine, 2010

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
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Education

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

My Videos

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My Photos Show Thumbnails

Toys for Tots | 2010

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.