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
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Retirement Income Strategies
  • Family Finances
  • Estate Planning Strategies
  • Insurance
  • Retirement Plan Distribution
  • Charitable Giving
  • Saving for Education
  • Small Business

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Certified Financial Planner practitioner

Education

  • B.S., Business Administration, CSU, Sacramento 1978

Awards & recognition

  • Ameriprise Client Experience Award, 2020, 2021, 2023

Previous experience

  • Financial Services Manager, First Interstate Bank, Merced, California, 1979 to 1991

Community participation

Total blood donations 136 pints
Total blood donations 136 pints
  • Merced Breakfast Lions Club, past president/director
  • Japanese American Citizens League, Livingston-Merced Chapter, past president
  • Merced County 4-H Sponsoring Committee, member
  • UC Merced, University Friends Circle, member
  • Vitalant/BloodSource (blood bank), 136 pint blood donor
  • Lake McClure Houseboat Owners Assn, past director/vice commodore
  • Carnegie Arts Center, Founding Friend

Interests

  • I've enjoyed helping the local community through my Lions Club for over 35 years. I believe in giving back through community service and doing one's civic duty.
  • I enjoy spending my spare time with my wife, Valora, and our two rescue dogs, Captain and Morgan.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.