My Approach

I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.

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Experience

33

Awards & Recognition

  • Ameriprise Circle of Success, 2014

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • Qualified Kingdom Advisor
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Education

  • BA Psychology, Bethel University, 1979

My Videos

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