Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Investments
  • Retirement Income Strategies
35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Life and Health Insurance License

Education

  • Masters in Business Administration - Pepperdine University, 1980
  • Bachelors Degree in Economics and Psychology - University of California at Davis, 1975

Interests

My family - I have 5 grandchildren I love taking to the beach and park

My wife and I have four Carolina dogs that keep us busy

Listening to traditional Rock 'n' Roll and going to concerts

Reading books

Community participation

"Ameriprise proudly supports Wounded Warrior Project and Warriors to Work."

Professional associations

  • City of Campbell Chamber of Commerce

Previous experience

  • Vice President/Financial Advisor, Sterne Agee, San Francisco, CA, 2006-2014
  • Investment Advisor, Citigroup Global Markets, Palo Alto, CA, 1997-2006
  • Investment Advisor, Dean Witter Reynolds, Santa Cruz, CA, 1987-1997