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

  • Charitable Giving
  • Family Finances
  • Retirement Planning Strategies
  • Small Business

Qualifications

  • ChFC® Chartered Financial Consultant®
  • ChFC

Awards & recognition

  • Ameriprise Circle of Success Hall of Fame, 2023

Community participation

  • Certified Oregon Foster Parent

Interests

  • My personal and business values are:
  • family, integrity, responsibility, service and health.
  • I enjoy food, wine, travel and time with family and friends.
  • I'm a Duck fan that holds Beaver football season tickets.