Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Insurance
  • Tax Planning Strategies
  • Investments
  • Estate Planning Strategies

Education

  • Bachelor of University Studies, University of New Mexico, 1971
  • Master of Arts, Interdisciplinary Studies, John F. Kennedy University 1981

Awards & recognition

  • Five Star Wealth Manager, 2013-2016, 2018-2022

Professional associations

  • Kinder Institute of Life Planning, Registered Life Planner

Community participation

White Pony Express – For years I have volunteered every Saturday to gather donated food and transport it to neighborhood food service organizations and shelters in Contra Costa County, CA. White Pony Express has identified grocery stores, restaurants and farmer markets that are willing to donate surplus food to programs that serve children, seniors, people with disabilities and low-income families.

Interests

My favorite activities include:

  • Domestic and international travel
  • Volunteering with non-profit organizations
  • Photography and documentary filmmaking
  • Scuba diving, motorcycling
  • Live music - blues, rock, jazz, classical
  • Spending time with family and friends

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.