My Approach

I focus on working with clients who are seeking to maintain their income and preserve their wealth throughout their retirement years. I'll work with you to manage your financial resources to help you gain the peace of mind that comes from having a plan in place and knowing that your money can continue to work for you - so you can continue to enjoy the retirement of your dreams. I deliver financial solutions for today and tomorrow through a comprehensive personalized financial planning approach built on a long-term relationship with a knowledgeable advisor.

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Interests

  • My hobbies are fishing, hunting, snowboarding, surfing and golfing.
  • I enjoy domestic and international travel.

Community Participation

Mount Hood Community College Foundation, Board Member, Gresham, OR

Areas of Focus

  • Retirement Income Strategies
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Charitable Giving
  • Investments
  • Retirement Plan Distribution
  • Estate Planning Strategies

Experience

30
93 View scores
 
 
 

Awards & Recognition

  • Ameriprise Diamond Ring Club, 2005
  • Ameriprise Circle of Success, 2003 to present

Education

  • BA, Economics, University of California, Irvine, 1980
  • BS, Biology, University of California, Irvine, 1980

Files for Download

My Videos

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Front Entrance

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.