My Approach

Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids or other needs, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I'll take the time to listen to you and understand your goals and dreams. I'll help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. Together, we can bring your dreams more within reach.

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Interests

National and international travel

Motorcycle touring

Reading

Hiking

Community Participation

Boys & Girls Clubs of the Olympic Peninsula - Current President

Illinois College of Law Dean's Advisory Council

Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Experience

22
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Awards & Recognition

  • Ameriprise Circle of Success, 2003-2012

Qualifications

  • CLU®  Chartered Life Underwriter
  • ChFC®  Chartered Financial Consultant
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Education

  • University of Illinois, BS Finance 1970
  • University of Illinois, College of Law, JD 1973

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