Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Employee Stock Options
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Bachelor of General Studies, Chaminade University, 1977
  • MA, Psych, Counseling & Guidance, Univ of Northern Colorado, 1979

Awards & recognition

  • Five Star Wealth Manager, 2015-2017

Previous experience

  • US Army (Ret), Major, 1973 - 1993

Interests

I am an endurance athlete, marathoner, and avid cyclist. NAUI-certified Advanced and Rescue diver. I also enjoy hiking, almost all kinds of music, and woodworking.