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
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Tax Planning Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • RepresentativeSeries 63 - Uniform State ExamSeries
  • Series 65 - Uniform Registered Investment Adviser
  • Series 7 - GeneralSecurities
  • Insurance Licenses in CA, NJ, OR and WA

Education

  • University of Michigan 1986-1990

Professional associations

  • Financial Planning Association
  • College of Financial Planning

Community participation

Magnolia Little League

Magnolia Soccer Club

Fundraiser for John Hay Elementary School Foundation

University of Michigan Alumni Association

Sand Point Country Club

Interests

*Time with my wife Michelle and sons Ben, Harrison, & William

*Traveling

*Snowskiing

*Golf

*Seattle United Soccer Club

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.