My Approach

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

Backed by a team of professionals who specialize in everything from retirement and tax planning strategies to insurance and asset management, our advisors have the resources to support all of your financial needs throughout your life.

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Interests

  • Travel throughout Asia, Europe and S America -- Africa next
  • Performing arts from theater to movies to symphony to ballet
  • Gourmet cooking whether my own or at a restaurant

Community Participation

  • Morgan Adams Foundation
  • Mensa
  • Landmark Homeowners Association

Areas of Focus

  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Family Finances
  • Saving for Education

Experience

Awards & Recognition

  • Barron's Top 1000 Advisors1, 2012
  • FIVE STAR Wealth Manager2, 2012
  • NABCAP, Premier Advisor, 2011

Qualifications

  • MBA, Finance, University of Denver
  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMASM Accredited Portfolio Management Advisor
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