Advisor profile

Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Small Business
  • Sustainable and Responsible Investing
  • Business Retirement Plans


  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®


  • BBA, Finance - University of Iowa
  • Loras College

Awards & recognition

  • Ameriprise Client Experience Award, 2020-2022

Community participation

  • Board Member, Dignity Health North State Service Area Community Board
  • Kiwanis Club of Red Bluff
  • Red Bluff Chamber of Commerce


  • I enjoy all outdoor activities, including camping, hiking and skiing. My family and I love living in Northern California for the beauty of the country and the great variety of places to see and things to do.