My Approach

How will you be brilliant? I can help.

I’m not only in the business of helping you pursue your wealth. I’m also in the business of helping you grow your financial confidence in the future. I’ll help you balance pursuing your dreams for tomorrow with what you want today. We’ll use our exclusive Confident Retirement® approach, which begins with a straightforward conversation about your financial goals.

I’m here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant.

Interests

I enjoy discovering new restaurants

I enjoy golfing, but rarely get to play

I enjoy watching my son in his numerous athletic pursuits throughout the year - basketball, soccer, football, baseball, and lacrosse

I enjoy wine tasting, drinking hoppy IPAs, and a glass of good bourbon

Community Participation

  • University of Portland National Alumni Board, 2007 - 2014
  • University of Portland, Alumni Golf Tournament Committee Chairman, 2008 - 2014
  • All Saints School Advisory Council 2007 - 2013

Experience

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Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
  • Charitable Giving
  • Family Finances

Awards & Recognition

  • American Express Financial Advisors Inc. President's Recognition Award, 2004

Qualifications

  • Series 7
  • Series 66
  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC®  Chartered Retirement Planning CounselorSM
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Education

  • Bachelor of Science, Electrical Engineering, University of Portland 1989

My Photos(1 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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