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My Approach

As an experienced advisor with Ameriprise Financial I focus on working with clients that require more complex financial planning. At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. I will work with you to thoroughly understand your goals and review your current financial situation in order to create a financial plan that suits your specific needs, both in the short and long term. I understand that a financial plan is not just about the numbers, it is about understanding your hopes and dreams for the future and how a financial plan can help you get there. I appreciate that you’ve worked hard to build your financial stability and we’ll work together to ensure your plan is continually working just as hard for you and your dreams.

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Interests

My wife, Victoria and I enjoy living on the farm that has been in my family since 1956, located near Carus in rural Clackamas County. We enjoy the balance of country living while still having access to all that is offered in the nearby urban area.

With the youngest of our four children now a senior in college, we are beginning to explore a new era in life: the “empty nest.” We enjoy entertaining in our home, travel, spending time with friends and family, and involvement with our church community. I still get to the mountain occasionally for some skiing, but mostly in fair weather these days.

Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies

Experience

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2011

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
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Education

  • CFP Professional Education Program, 1992, College for Financial Planning, Denver
  • Master of Business Administration, 1986, Portland State University
  • Bachelor of Science, 1974, Portland State University