My Approach

I focus on working with clients who are seeking to maintain their income and their wealth throughout their retirement years. I'll work with you to help you manage your financial resources to help you feel more confident in your financial future and give you more peace of mind so you can look to enjoy the retirement of your dreams. I strive to deliver financial strategies for today and tomorrow through a comprehensive personalized financial planning approach built on a long-term relationship with a knowledgeable advisor.

More...

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

Ducks Unlimited Estate Giving Committee

Areas of Focus

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

Experience

31
97 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

More...

My PhotosShow Thumbnails

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.